Savant Wealth Management Acquires Parkworth Wealth Management
July 31, 2025
Savant Wealth Management, a Rockford, Illinois–based fee-only registered investment adviser, has acquired Parkworth Wealth Management, a boutique RIA headquartered in Los Gatos, California, that manages approximately $216 million in AUM. The deal closed July 31, 2025; Parkworth principals and staff joined Savant to expand the firm's California presence and deepen its specialization serving technology professionals.
- Buyers
- Savant Wealth Management
- Targets
- Parkworth Wealth Management
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.