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Savant Wealth Management

Savant Wealth Management Revenue

Financial ServicesFlag of USRockford, Illinois, United States201-500 Employees

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Savant Wealth Management revenue & valuation

Annual revenue$90,000,000
Revenue per employee$181,000
Estimated valuation?$288,000,000
Total fundingNo funding

Key Contact at Savant Wealth Management

Flag of US

Brent Brodeski

Founder & Chief Executive Officer

Company overview

Headquarters190 Buckley Drive, Rockford, IL 61107, US
Phone number+18664890500
Website
NAICS52
Keywords
Cash Flow Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Trust Services, Philanthropic Planning, Qualified Retirement Planning, Endowments & Foundations, Tax & Consulting, Family Wealth Transfer
Founded1986
Employees201-500
Socials

Savant Wealth Management Email Formats

Savant Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@savantwealth.com), used 61.4% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@savantwealth.com
61.4%
{first name}{last name}
johndoe@savantwealth.com
31.6%
{last name}{last name}
doedoe@savantwealth.com
3.5%

About Savant Wealth Management

At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry
Manager
Founder/Owner

Employees by Department

Savant Wealth Management has 328 employees across 12 departments.

Departments

Number of employees

Funding Data

Savant Wealth Management has never raised funding before.

Savant Wealth Management Tech Stack

Discover the technologies and tools that power Savant Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Gravity Forms

Gravity Forms

Form builders

theTradeDesk

theTradeDesk

Advertising

Underscore.js

Underscore.js

JavaScript libraries

Slick

Slick

JavaScript libraries

PWA

PWA

Miscellaneous

lit-element

lit-element

JavaScript libraries

Hotjar

Hotjar

Analytics

Google Maps

Google Maps

Maps

lit-html

lit-html

JavaScript libraries

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Frequently asked questions

Savant Wealth Management is located in Rockford, Illinois, US.
You can reach Savant Wealth Management at +18664890500.
Savant Wealth Management generates an estimated annual revenue of $90,000,000. This revenue figure reflects the company's market position and business performance in its industry.
Savant Wealth Management has an estimated valuation of $288,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Savant Wealth Management was founded in 1986, making it 40 years old. The company has established itself as a significant player in its industry over this time.
Savant Wealth Management has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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