Summitry Acquires $721 Million RIA Vantage Wealth
Summitry, a Bay-area RIA with $3.36 billion (as of 1/31/2026) in assets under management (AUM), announced today that it has acquired Vantage Wealth, a Pasadena, Calif.,-based RIA with $721 million in AUM (as of 2/8/2026) that provides tailored investment management and unbiased financial planning to business owners, executives and successful families.
Summitry Welcomes Ken Vander Kooi, CFP® to its Private Client Group
Summitry, a Bay Area wealth management firm, is pleased to welcome Ken Vander Kooi, CFP® to its team. Ken joins as a Senior Financial Advisor and brings extensive expertise in financial planning, investment management, and wealth preservation.
