Salvus Wealth Management, LLC

RIASEC Registered
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 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

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

    Charles Woolston

    Co-Founder and Chief Executive OfficerCRD 5750705

  • Robert Joel

    Robert Joel

    Co-Founder and Chief Investment OfficerCRD 2049509

Contacts

3 of 6
  • Sonja Elia

    Sonja Elia

    Operations DirectorCRD 5833378

  • William Mcnamara

    William Mcnamara

    PartnerCRD 5076541

  • Jeffrey Jacobs

    Jeffrey Jacobs

    Financial AdvisorCRD 4486947

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$6M in ETFs

Passive

92%

$5.5M

Active

8%

$469K

ETFProviderStyleCategoryValueShares% of portfolio
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF (GBIL)Goldman SachsPassiveUltrashort Bond$2.3M22,97038.28%
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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