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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-03 |
Branch Locations
7373 Broadway Suite 400, San Antonio, TX 78209 • 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 | San Antonio | TX | 07/2019 | 05/2022 |
| Alliance Bernstein | San Antonio | TX | 02/2017 | 07/2019 |
| Sawtelle Financial Management | San Antonio | TX | 05/2015 | 01/2017 |
| Exencial Wealth Advisors | San Antonio | TX | 09/2022 | 03/2026 |
| Student | San Antonio | TX | 06/2022 | 08/2022 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-23 |
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