Summitry

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Summitry — overview

About

Established in 2003, Summitry is a US based wealth manager. It provides investment advisory services to its clients on discretionary & non-discretionary basis. The services it offers include estate planning services, model platforms, wrap free programs & client assets to individuals high net worth individuals, investment companies, other investment advisors, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or businesses. In Q1 2026, Summitry acquired Vantage Wealth, a Pasadena, California-based wealth manager and registered investment advisor.

Summitry - known decision makers (30)

Position	Location	Asset Class
Chief Strategy Officer	Foster City, US	PE
Chief Compliance Officer	Foster City, US	PE
Chief Executive Officer & Member of Summitry’s Investment Committee	Foster City, US	PE
Chief Operating Officer	Foster City, US	PE
Director of Research, Portfolio Manager	Foster City, US	PE

Showing 5 of 30 known decision makers Summitry

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