Summitry Acquires Vantage Wealth (RIA) for $721 Million AUM
February 8, 2026
Summitry, a Bay Area wealth management firm, acquired Vantage Wealth, a Pasadena, California registered investment advisor with $721 million in AUM (as of February 8, 2026). The deal is intended to strengthen Summitry’s Southern California presence and expand the suite of tailored wealth management capabilities available to clients.
- Buyers
- Summitry, Aspen Standard Wealth
- Targets
- Vantage Wealth
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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