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SAVANT PARTNERS, LLC

SAN MATEO, CA · CRD 312567 · IAPD ↗ · savantgrowth.com · 347-266-2976

$309.5MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
11Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — SAVANT PARTNERS, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.