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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

MATTHEW CARL WEINHEIMER

Advisor at SAVANT WEALTH MANAGEMENT

ROCKFORD, IL | Austin, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ab05d46-03f1-0485-c418-326d83e71af4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 18, 1997 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Oct 1, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Dec 16, 1997
First registration: Dec 18, 1997
Dual registered: yes, broker-dealer
Other names: MATT WEINHEIMER
IAPD individual key: 2917501

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAVANT WEALTH MANAGEMENT	Independent wealth	Apr 3, 2026	n/a	yes	Austin, TX\|ROCKFORD, IL	Current employment
EXENCIAL WEALTH ADVISORS	Former SEC adviser	Nov 14, 2023	Apr 30, 2026	no	OKLAHOMA CITY, OK\|Austin, TX	Previous registration
AMERITAS ADVISORY SERVICES, LLC	Bd affiliated wealth	Nov 1, 2021	Nov 22, 2023	no	Austin, TX	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Dec 18, 1997	Nov 1, 2021	no	AUSTIN, TX\|AUSTIN, TX\|LINCOLN, NE\|Austin, TX\|Glendale, AZ\|Lincoln, NE\|Austin, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EXENCIAL WEALTH ADVISORS	SAVANT WEALTH MANAGEMENT	Apr 30, 2026	Apr 3, 2026	-27	Bulk transfer	RIA to RIA
AMERITAS ADVISORY SERVICES, LLC	EXENCIAL WEALTH ADVISORS	Nov 22, 2023	Nov 14, 2023	-8	Firm change	Ibd to RIA
AMERITAS ADVISORY SERVICES	AMERITAS ADVISORY SERVICES, LLC	Nov 1, 2021	Nov 1, 2021	0	Bulk transfer	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
317245:130475:TX:2023-11-21	Nov 22, 2023	Nov 14, 2023	AUSTIN, TX	Firm change

Relationships

Registered with (4)

→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Apr 3, 2026 to presentfactForm ADV
→ EXENCIAL WEALTH ADVISORSRegistered adviserregistration: previous registration
Nov 14, 2023 to Apr 30, 2026factForm ADV
→ AMERITAS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Nov 1, 2021 to Nov 22, 2023factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 18, 1997 to Nov 1, 2021factForm ADV

Dated events

Occurred
Nov 22, 2023
Advisor changed firm
Matthew Carl Weinheimer left Ameritas Advisory Services, Llc for Exencial Wealth Advisors (registered 2023-11-14)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ab05d46-03f1-0485-c418-326d83e71af4
First observed: Dec 18, 1997
Last observed: Sep 14, 2026 7 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.

MATTHEW CARL WEINHEIMER

Advisor at SAVANT WEALTH MANAGEMENT

ROCKFORD, IL | Austin, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ab05d46-03f1-0485-c418-326d83e71af4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:40 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SAVANT WEALTH MANAGEMENT

Independent wealth

Apr 3, 2026

n/a

yes

Austin, TX|ROCKFORD, IL

Current employment

EXENCIAL WEALTH ADVISORS

Former SEC adviser

Nov 14, 2023

Apr 30, 2026

OKLAHOMA CITY, OK|Austin, TX

Previous registration

AMERITAS ADVISORY SERVICES, LLC

Bd affiliated wealth

Nov 1, 2021

Nov 22, 2023

Austin, TX

Previous registration

AMERITAS ADVISORY SERVICES

Former SEC adviser

Dec 18, 1997

Nov 1, 2021

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

EXENCIAL WEALTH ADVISORS

SAVANT WEALTH MANAGEMENT

Apr 30, 2026

Apr 3, 2026

-27

Bulk transfer

RIA to RIA

AMERITAS ADVISORY SERVICES, LLC

EXENCIAL WEALTH ADVISORS

Nov 22, 2023

Nov 14, 2023

-8

Firm change

Ibd to RIA

AMERITAS ADVISORY SERVICES

AMERITAS ADVISORY SERVICES, LLC

Nov 1, 2021

Bulk transfer

Ibd to ibd

Team

Left

Joined

From

Kind

317245:130475:TX:2023-11-21

Nov 22, 2023

Nov 14, 2023

AUSTIN, TX

Firm change