SAVANT WEALTH MANAGEMENT
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
SAVANT WEALTH MANAGEMENT
Industry:
Consulting Financial Services Wealth Management
Founded:
1986-01-01
Status:
Active
Contact:
+1-866.489.0500
Email Addresses:
[email protected]
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Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-06-30 | Alliant Wealth Advisors | Alliant Wealth Advisors acquired by Savant Wealth Management | N/A |
| 2021-08-12 | Treybourne Wealth Planners | Treybourne Wealth Planners acquired by Savant Wealth Management | N/A |
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2022-06-01 | Lumiant | Savant Wealth Management investment in Seed Round - Lumiant | 3 M USD |