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, individual-owned registered investment adviser that has been SEC-registered since 2019. The firm serves primarily individual and family clients and provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Salvus bills through a mix of percentage-of-AUM fees, hourly charges, fixed fees and other fee arrangements. The firm identifies itself as a capital allocator and maintains an accountant industry affiliation.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$6M in ETFs
92%
$5.5M
8%
$469K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF (GBIL) | Goldman Sachs | Passive | Ultrashort Bond | $2.3M | 22,970 | 38.28% |
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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