Vantage Wealth Management

What Vantage Wealth Management does

Vantage Wealth Management, LLC is a SEC-registered investment advisory firm headquartered at 66 Bovet Road, Suite 310, San Mateo, California, founded in 2005 and acquired by Bay Area wealth manager Summitry in March 2026. The firm provides comprehensive, customized financial planning and wealth management services — including investment management, tax planning, risk management, estate and legacy planning, and retirement income planning — to affluent individuals and families, business owners, executives, and retirees across the San Francisco Bay Area and Southern California. Its stated differentiator is a 100% CERTIFIED FINANCIAL PLANNER® advisor bench with at least 10 years of individual experience and 85 years of combined experience, delivered through a one-on-one, relationship-driven model with no disclosed proprietary technology, app, or digital client platform. Revenue is generated primarily through advisory fees on assets under management; the firm does not publicly disclose fee schedules, which vary by client AUM and complexity per its Form ADV Part 2A. As of the March 2026 acquisition, Vantage brought approximately $721 million in AUM onto Summitry's platform, which itself was acquired by Aspen Standard Wealth in November 2024, situating Vantage within a multi-tier RIA roll-up.

Name

Vantage Wealth Management

Legal name

Vantage Wealth Management, LLC

Website

https://vantagewealthmgmt.com

Company type

Private

Founded year

2005

Operating status

Acquired

Headcount range

1–10 employees

Short description

Vantage Wealth Management is a San Mateo-based SEC-registered investment adviser that provides customized financial planning, investment management, tax, and estate planning to affluent individuals, families, business owners, executives, and retirees across California. The firm was acquired by Summitry in March 2026 with approximately $721 million in AUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Investment advisory services
• Financial planning services
• Wealth management services
• Retirement planning services
• Estate planning services

Headquarters

HQ city

San Mateo

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fee Revenue: As a registered investment advisor (RIA), Vantage Wealth Management likely generates revenue through advisory fees, typically charged as a percentage of assets under management (AUM) or flat fees for financial planning services. The firm is registered with the SEC and provides fiduciary-based financial advice.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Vantage Wealth Management, LLC is an SEC-registered investment advisory firm that delivers comprehensive, customized financial planning and wealth management services to affluent individuals, families, business owners, executives, and retirees. Its offering includes full-service financial plans, investment management, tax planning, retirement distribution strategy, estate and legacy planning, and risk assessment, delivered one-on-one by CERTIFIED FINANCIAL PLANNER® professionals.

Product overview

Vantage Wealth Management, LLC is a SEC-registered investment advisory firm that provides comprehensive, objective financial planning and wealth management services to individuals, families, business owners, executives, and affluent clients. The firm offers a single integrated service offering centered on customized financial planning that includes full-service financial plans, tax planning efficiencies, risk assessment and management, legacy planning, and investment management services. The firm employs a team of CERTIFIED FINANCIAL PLANNER® professionals with at least 10 years of individual experience and a combined 85 years of experience. The company was acquired by Summitry in March 2026 as part of its Southern California expansion strategy.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Customized Financial Planning
• Investment Management
• Retirement Planning
• Tax Planning
• Estate and Legacy Planning
• Risk Assessment and Management

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• Summitry: Bay Area-based RIA managing ~$3.36B AUM and direct acquirer of Vantage Wealth in March 2026. Operates the same fiduciary, fee-only advisory model serving affluent families, business owners, and executives across California.
• Buckingham Strategic Wealth: Fee-only RIA specializing in evidence-based financial planning and investment management for affluent individuals and families — closely aligned fiduciary model and target client as Vantage.

Broad incumbents

• Aspen Standard Wealth: Multi-affiliate RIA platform and indirect parent of Vantage following the November 2024 Summitry acquisition. Operates as a roll-up acquirer of high-quality independent RIAs with comparable client profiles and fiduciary orientation.
• Mercer Advisors: Large national RIA serving affluent households with comprehensive financial planning, investment management, tax, and estate services — directly comparable service mix to Vantage but at substantially greater scale.
• Creative Planning: Large national fee-only RIA providing holistic wealth management, tax, estate, and retirement planning to high-net-worth individuals — overlapping Vantage's fiduciary, comprehensive-planning model at much larger scale.
• Carson Group: National wealth management firm offering advisory, financial planning, and tax services to advisors and their clients. Comparable comprehensive-planning positioning and serves a similar affluent client base.
• Hightower Advisors: National RIA platform that has grown largely via acquisition of high-quality independent advisory firms. Directly comparable business model (partner-owned, fiduciary RIA) and roll-up trajectory to Summitry/Vantage.
• Edelman Financial Engines: Large national wealth manager providing financial planning, investment management, and retirement income solutions — addresses the same affluent, retiree, and business-owner segments as Vantage.

Emerging players

• Facet Wealth: Hybrid digital-first RIA delivering flat-fee financial planning to mass-affluent and affluent clients — competes for the same target segments as Vantage via a tech-enabled, lower-cost delivery model.

Regional players

• Captrust: National investment advisory firm with deep financial-planning capabilities for high-net-worth individuals, families, and institutions — overlapping fiduciary RIA positioning with Vantage but with broader institutional reach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/vantage-wealth-management-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Vantage Wealth Management