On October 31, 2024, Aspen Standard Wealth announced its acquisition of Summitry, LLC.
Aspen Standard Wealth (“Aspen”) announced, on October 31, 2024, its acquisition of Summitry, LLC (“Summitry”). Aspen will handle back-office and compliance functions of Summitry. Further terms of the transaction were not disclosed.
Aspen, based in New York City, is a holding company that acquires wealth management platforms and registered investment advisors.
Summitry, based in San Francisco, is a registered investment advisor offering tailored financial strategies and solutions. As of October 2024, Summitry had approximately $2.8 billion in registered assets under management.
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