Savant Wealth Management Overview

  • Founded
  • 1986
Founded
  • Status
  • Private
  • Employees
  • 173
Employees
  • Latest Deal Type
  • Debt - PPP
  • Financing Rounds
  • 2
  • Investments
  • 8

Savant Wealth Management General Information

Description

Provider of wealth management services committed to helping companies offer an attractive benefits plan while reducing fiduciary risk and minimizing administrative burden. The company specializes in investment management, financial planning, tax preparation, advisory and family office services to financially established individuals, trust funds, retirement plans and non-profit organizations.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Accounting, Audit and Tax Services (B2B)
Primary Office
  • 190 Buckley Drive
  • Rockford, IL 61107
  • United States
+1 (815) 000-0000
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Savant Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Savant Wealth Management Executive Team (25)

Name Title Board Seat Contact Info
Brent Brodeski Chief Executive Officer, Financial Advisor & Principal
Eric Meier Chief Financial Officer
Kevin Hrdlicka Chief Operating Officer, Chief Compliance Officer and Director, Investments & Secretary of the Investment Committee
Philip Corcoran Financial Advisor and Managing Director
Steve Parish Senior Managing Director
You’re viewing 5 of 25 executive team members. Get the full list »

Savant Wealth Management Board Members (6)

Name Representing Role Since
0000000 00000000 Savant Wealth Management Board Member 000 0000
0000 0000 Savant Wealth Management Board Member 000 0000
00000 000000 Self Board Member 000 0000
000 000000 Savant Wealth Management Board Member 000 0000
You’re viewing 4 of 6 board members. Get the full list »

Savant Wealth Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Savant Wealth Management Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Savant Wealth Management Acquisitions (8)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 000000000 00 19-Feb-2020 000000000000000000 Asset Management 00000 00000000
00000000 000000 00 31-Oct-2019 000000000000000000 Asset Management 00000 00000000
00 000000000 00000 30-Sep-2018 000000000000000000 Asset Management 00000 00000000
000 00000000 00000 24-Aug-2015 000000000000000000 Other Financial Services 00000 00000000
Orion Capital Management 30-Apr-2015 Merger/Acquisition Other Financial Services 00000 00000000
You’re viewing 5 of 8 acquisitions. Get the full list »

Savant Wealth Management Subsidiaries (4)

Company Name Industry Location Founded
D3 Financial Counselors Asset Management Chicago, IL 1997
0000000 00000000 LP Consultants Naperville, IL 0000
00000 000000000 00 Asset Management Lincolnshire, IL 0000
00000000 000000 00 Asset Management Bloomington, IL 0000
To view Savant Wealth Management’s complete subsidiaries history, request access »