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Provides integrated investment management, financial planning, and family office services to financially established individuals, trust funds, retirement plans, and non-profit organizations
Last updated
In 2024, Savant Wealth Management's revenue reached $82.8M. Since its launch in 1986, Savant Wealth Management has shown consistent revenue growth.
Savant Wealth Management reached a $248.4M valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $248.4M | - |
| Question | Answer |
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| What's your age? | - |
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We do not have customer count information for Savant Wealth Management yet.
Savant Wealth Management employs approximately 448 people as of 2026.
Savant Wealth Management generates an estimated $82.8M in annual revenue.
Savant Wealth Management was founded by Brent Brodeski.
The CEO of Savant Wealth Management is Brent Brodeski.
Savant Wealth Management raised $0.
Savant Wealth Management has 448 employees.
Savant Wealth Management is headquartered in Rockford, Illinois, United States.
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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Valuation
$248.4M
2024 Revenue
$82.8M(Est.)
Funding
$0
Team
448
Founded
1986
| Year | Milestone | Source |
|---|---|---|
| 2024 | Savant Wealth Management Hit $82.8m revenue in June 2024 | Estimated |
| 1986 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 448 employees (December 2024) | |
| 2024 | Reached 448 employees (July 2024) |
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