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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2023-12-13 |
Branch Locations
101 25Th Street North Suite 100, Birmingham, AL 35203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgeworth, Llc Dba Bridgeworth Wealth Management | Birmingham | AL | 10/2008 | 11/2023 |
| Lpl Financial, Llc | Birmingham | AL | 08/2012 | 09/2018 |
| Savant Wealth Management | Rockford | IL | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-14 |
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