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Bruce Richard Barton

Savant Wealth Management

Los Gatos, CA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-01
  • CA RA
    APPROVED
    Since 2025-08-01

Branch Locations

475 Alberto Way Suite 210, Los Gatos, CA 95032 • 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
Parkworth Wealth Management, Inc. (Fka Prialta Advisors, Inc.) Los Gatos CA 03/2003 07/2025
Savant Wealth Management Rockford IL 08/2025 Present
  • 03/2003 → 07/2025
    Parkworth Wealth Management, Inc. (Fka Prialta Advisors, Inc.)
    Los Gatos, CA
  • 08/2025 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2003-04-28 → 2025-09-05
    Parkworth Wealth Management, Inc.
    San Jose, CA
    San Jose, CA
    San Jose, CA
    Los Gatos, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-18
  • S65 Uniform Investment Adviser Law Examination
    2003-03-18
Designations

View on SEC IAPD

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CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LOS GATOS FINANCIAL LLC

Other Investors

HARRY SAPUTRA
JENNIFER TRAN
ZACHARY D. LEVY
MARCELA GUADALUPE GONZALEZ
JOYCE WONG IRMER
LUCAS ORME
DIEU TRAN
ELYSSA JOY QUILLA VERZOSA

Other Offices

STRATEGIC ADVISERS LLC · LOS GATOS, CA
J.P. MORGAN SECURITIES LLC · LOS GATOS, CA
REACT INVESTMENT SOLUTIONS, LLC · LOS GATOS, CA
LEGACY CAPITAL GROUP CALIFORNIA, INC. · LOS GATOS, CA
INTEGRITY ALLIANCE, LLC. · Los Gatos, CA
CHARLES SCHWAB & CO., INC. · Los Gatos, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS GATOS, CA
LOS GATOS FINANCIAL LLC · LOS GATOS, CA

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