SALVUS WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2019
Total AUM
$316M
Discretionary
$316M
100% of AUM
Avg account
$374K
Accounts
847
Employees
7
Advisory reps
8

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

FINTRX

Overview

Salvus Wealth Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2019. The firm advises individuals and families, providing financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Salvus describes itself as a capital allocator and uses a mix of fee structures (ad valorem AUM fees plus hourly, fixed and other fee arrangements). The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Public Funds/Mutual Funds 15%, Cash & Cash Equivalents 15%, US Government Bonds 6%, Private Funds 5%59%
  • 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

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 7

Active vs passive

$7.2M in ETFs

Passive

100%

$7.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF (GBIL)Goldman SachsPassiveUltrashort Bond$5.2M52,37472.79%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth