Sheac Yee Lim-Hamilton

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2006 → 04/2017
  Unemployed
  San Jose, CA
• 04/2017 → 07/2025
  Parkworth Wealth Management
  Los Gatos, CA
• 08/2025 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2023-07-27 → 2025-09-05
  Parkworth Wealth Management, Inc.
  Los Gatos, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-26

Other Names

• Sheac Yee Lim
• Sheac Yee Lim-Hamilton