• Summitry Acquires Vantage Wealth for $721M AUM
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Vantage Wealth

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About Vantage Wealth

Vantage Wealth is a Pasadena, California-based registered investment advisor that provides tailored wealth planning and portfolio management services. The firm emphasizes objective guidance and a disciplined investment philosophy designed to help clients preserve wealth, grow income for retirement, and pursue lifelong aspirations with confidence and peace of mind.

Recent News

No recent news for this company.

Recent Deals

Summitry Acquires Vantage Wealth for $721M AUM

March 10, 2026

Key Team Members

David Fernelius

Managing Partner, Financial Advisor

Key Facts

HQ Location

Pasadena, United States

Founded

1993

Employees

1 - 10

Status

Private

Website

https://vantagewealth.com