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Savant Wealth Management CRD 107271
$55.6B regulatory AUM 170 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-04-09 |
Branch Locations
9108 N Kelley Avenue, Oklahoma City, OK 73131 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 09/2015 | 03/2026 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 06/2017 | 04/2025 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 06/2017 | 08/2019 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 08/2022 | 04/2025 |
| Parkstone Investments, Llc | Oklahoma City | OK | 06/2023 | Present |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 04/2025 | 03/2026 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 04/2025 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-23 |
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