Team move
BSW Wealth Partners
BSW Wealth Partners → Savant Wealth Management
What changed
BSW Wealth Partners deal closed in July; Wolf and 12 additional advisors joined Savant.
- Reported / discovered
- Sep 1, 2026
- Effective
- Not reported
- New role
- Lead Advisor
- Previous role
- Not reported
- Market
- Not reported
- Reported book
- Not disclosed
- Reported team size
- 13 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
AdvisorHub ↗Sep 1, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled