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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-03 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
225 Broadhollow Road Suite 215, Melville, NY 11747 • United States
225 Broadhollow Road Suite 215, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-03 |
| NY | RA | APPROVED | 2021-10-19 |
Branch Locations
225 Broadhollow Road Suite 215, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Management Group Inc Dba Heller Wealth Management | Melville | NY | 04/2003 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
Savant Wealth Management acquired the assets of Heller Wealth Management, an SEC-registered investment adviser, effective 03/31/2026. Heller Wealth Management will continue to operate during a transition period, during which Mr. Heller will serve as the President. Following the transition, the investment adviser registration of Heller Wealth Management will be withdrawn.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-26 |
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