About the firm
Summitry is a Bay Area wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. With decades of experience and a deep understanding of Bay Area challenges and opportunities, they help grow and protect client wealth. Their independent firm is made up of people who deeply understand the unique risks and rewards of the Bay Area.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial planning, investment management, retirement planning, estate and trust planning, equity compensation planning (ISOs, RSUs, NSOs, ESPPs), tax planning, California tax strategies, and wealth management.
Who they serve
Individuals and families in the Bay Area, including professionals with equity compensation across Silicon Valley, high-net-worth individuals, and those navigating retirement planning.
Leadership
Office locations
Advisors at this firm
30 advisors in the directory
Regulatory & compliance
Data as of June 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Summitry, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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