Arax Investment Partners Acquires Summit Wealth Strategies
August 5, 2025
Arax Investment Partners, a RedBird-backed wealth-management platform, has acquired Summit Wealth Strategies, a Chesterfield, Missouri–based registered investment advisor with $1 billion in assets under management. Summit will join Arax Advisory Partners to expand Arax's Midwest presence; financial terms were not disclosed.
- Buyers
- Arax Investment Partners
- Targets
- Summit Wealth Strategies
- Platforms
- Arax Advisory Partners
- Industry
- Wealth Management
- Location
- Missouri, United States
- Transaction Type
- Addon
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