Andrew Michael Woods
Investment adviser representative at Savant Wealth Management
10 yearsExperience
1 stateRegistered in
$55.6BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Savant Wealth ManagementJan 2023 to now
- Encompass More Asset Management LLCAug 2022 to Dec 2022
- Encompass More, a Division of Verity Asset ManagementMar 2019 to Dec 2022
- Encompass Investments, a Division of Verity Investments, Inc.Mar 2019 to Sep 2022
- Appreciation FinancialAug 2018 to Jan 2023
- UnemployedSep 2017 to Feb 2019
- Bank of America, N.A.Aug 2016 to Sep 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
Savant Wealth Management
Legal name: Savant Capital, LLC
$55.6BAssets managed
24,034Clients
392Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2790750
- Firm CRD
- 107271