Andrew Patrick Donahue
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 ManagementJun 2025 to now
- Savant Wealth ManagementJun 2024 to Aug 2024
- XunlockedJan 2024 to Apr 2024
- American Board of Preventive MedicineJun 2023 to Aug 2023
- Mini DucklingsMay 2023 to Aug 2023
- Indiana University BloomingtonAug 2021 to May 2025
- WaterwayJun 2020 to Sep 2022
- Northern Suburban Special RecreationJun 2019 to Aug 2019
- Glenbrook SouthJan 2017 to May 2021
- Attea Middle SchoolJan 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8209292
- Firm CRD
- 107271