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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-22-1993
- Office Locations
- 91
Office Locations
About Savant Wealth Management
Savant Wealth Management is an Illinois-based wealth manager serving retail and institutional clients with investment planning and portfolio construction, including legacy and business-succession planning plus insurance solutions. Portfolios lean on ETFs and mutual funds, with access to fixed income and alternatives (real estate, hedge funds) and ESG/SRI options. Custody commonly at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARGARET MARY BAER
Chief Compliance Officer, Director of Operations, Member Owner
- CRD
- --
- Ownership
- Less than 5%
BRENT RAYMOND BRODESKI
Chief Executive Officer, Founder
- CRD
- #2114022
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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Kyra Faith Adrian
Associate Advisor
- CRD
- #7735607
ALLISON ANN ALEXANDER
Financial Advisor
- CRD
- #6311988
Showing 2 of 411 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,142,695,773 | $556,064 |
| Non-Discretionary | $428,129,762 | $2,675,811 |
| Total | $49,570,825,535 | $559,895 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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