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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 | 2024-09-02 |
Branch Locations
3810 Governors Drive Nw Suite 100, Huntsville, AL 35805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | Rockford | IL | 08/2024 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 12/2023 | 07/2024 |
| Self- Employed | Huntsville | AL | 01/2009 | 05/2023 |
| Bridgeworth Wealth Management | Huntsville | AL | 05/2023 | 12/2023 |
| Savant Wealth Management | Rockford | IL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-31 |
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