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Pete Trontis

Savant Wealth Management

Huntersville, NC

Rockford, IL

CRD 4653251

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Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-29
  • NC RA
    APPROVED
    Since 2026-04-29

Branch Locations

13801 Reese Boulevard Suite 155, Huntersville, NC 28078 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Willingdon Wealth Management Huntersville NC 06/2017 07/2020
Horizon Investments Ballantyne NC 02/2015 06/2017
Exencial Wealth Advisors, Llc Oklahoma City OK 06/2020 09/2020
Exencial Wealth Advisors, Llc Oklahoma City OK 09/2020 03/2026
Savant Wealth Management Rockford IL 04/2026 Present
  • 06/2017 → 07/2020
    Willingdon Wealth Management
    Huntersville, NC
  • 02/2015 → 06/2017
    Horizon Investments
    Ballantyne, NC
  • 06/2020 → 09/2020
    Exencial Wealth Advisors, Llc
    Oklahoma City, OK
  • 09/2020 → 03/2026
    Exencial Wealth Advisors, Llc
    Oklahoma City, OK
  • 04/2026 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2020-06-09 → 2026-04-29
    Exencial Wealth Advisors
    Huntersville, NC
    Oklahoma City, OK
  • 2018-10-03 → 2020-07-10
    Willingdon Wealth Management Llc
    Huntersville, NC
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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