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Summitry Acquires Vantage Wealth for $721M AUM
AcquisitionM&A

Summitry Acquires Vantage Wealth for $721M AUM

•March 10, 2026
•Mar 10, 2026
0

Participants

Summitry

Summitry

acquirer

Vantage Wealth

Vantage Wealth

target

Deal Summary

San Francisco-based registered investment advisor Summitry announced the acquisition of Pasadena-based RIA Vantage Wealth, adding $721 million in assets under management. The deal expands Summitry's footprint in California, bringing its total AUM to $3.36 billion.

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