This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SAVANT WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Jul 26, 2023

First registration

Jul 27, 2023

Dual registered

no

Other names

Sheac Yee Lim|Sheac Yee Lim-Hamilton

IAPD individual key

7780629

• Occurred

  Sep 5, 2025
  Advisor changed firm

  Sheac Yee Lim-Hamilton left Parkworth Wealth Management, Inc. for Savant Wealth Management (registered 2025-08-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:27b78c7a-5e35-eb88-e97c-b1800f88942e

First observed

Jul 27, 2023

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.