Aspen Standard Wealth Acquires Summitry ( $2.8B AUM )
November 4, 2024
Aspen Standard Wealth, a permanent RIA partnership backed by Alpine Investors, has acquired Summitry, a San Francisco Bay Area registered investment adviser with $2.8 billion in AUM. The deal brings Summitry into Aspen’s long-term, non-resale partnership model to support growth, people development, and continued client service.
- Targets
- Summitry
- Platforms
- Aspen Standard Wealth
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Addon
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