Sarah Altemus Vanderveer Lui
Investment Adviser Representative at Savant Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sarah Altemus Vanderveer Lui is an investment adviser representative with Savant Wealth Management in Middletown, RI, where they have been registered since 2025. They have worked in the securities industry since 2010 and were previously registered with Corrigan Financial Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Rhode Island.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Rhode Island
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Corrigan Financial, Inc.Apr 2004 – Apr 2025Middletown, RI
- Savant Wealth ManagementMay 2025 – no end date reportedRockford, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Savant Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $300,000
- First $3,000,0000.70%
- Next $2,000,0000.60%
- Next $5,000,0000.50%
- Next $10,000,0000.35%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 398
- Offices listed on AdvisorFinder:
- 43
- Main office:
- Rockford, IL
- SEC file number:
- 801-43144
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 30, 2026
View full firm profileOther advisors at Savant Wealth Management
Showing 12 of 398 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sarah Altemus Vanderveer Lui has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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