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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-15 |
| WI | RA | APPROVED | 2025-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | Rockford | IL | 01/2025 | 04/2026 |
| Hendricks Commercial Properties | Beloit | WI | 10/2024 | 12/2024 |
| Savant Wealth Management | Rockford | IL | 06/2024 | 08/2024 |
| Menards | Beloit | WI | 08/2023 | 05/2024 |
| State Of Illinois | Rockford | IL | 05/2023 | 09/2023 |
| Rock Valley College | Rockford | IL | 09/2022 | 04/2023 |
| Beloit College | Beloit | WI | 08/2023 | Present |
| Rock Valley College | Rockford | IL | 08/2021 | 05/2023 |
| Rockford Lutheran School | Rockford | IL | 08/2014 | 05/2021 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-15 |
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