Salvus Wealth Management, LLC
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 171986
- Registered since
- July 26, 2019
- Website
- www.salvuswealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI91.72%
- Individuals6.25%
- Pension & Profit Sharing Plans2%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Salvus Wealth Management, LLC is an independent registered investment adviser established in 2019 and owned by an individual. The firm focuses on serving individual and family clients, offering comprehensive financial planning alongside portfolio management for individuals and small businesses. Its service mix also includes pension consulting and the selection of outside advisers. Compensation is flexible — the firm charges a percentage of assets under management and also uses hourly and fixed-fee arrangements. Salvus identifies as a capital allocator but does not position itself as an ESG-focused investor. The firm is not described as a multi-state adviser in the available filing information.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents15%
- US Government Bonds6%
- Private Funds5%
Owners & executives
2 of 2
Charles Woolston
Co-Founder and Chief Executive OfficerCRD 5750705
Robert Joel
Co-Founder and Chief Investment OfficerCRD 2049509
Contacts
3 of 6
Aimee Jensen
Financial AdvisorCRD 7149529
Sonja Elia
Operations DirectorCRD 5833378
Peter Freidel
Financial AdvisorCRD 7111399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$4.7M in ETFs
100%
$4.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF (GBIL) | Goldman Sachs | Passive | Ultrashort Bond | $2.6M | 25,778 | 54.45% |
Location
Red Bank, NJ
Monmouth
Location
Red Bank, NJ
Headquartered in Red Bank, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 200 Schulz Dr
- Time zone
- ET (UTC-5)
- Office locations
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