Salvus Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 171986
· SEC file 801-117044
· Red Bank, NJ
· SALVUSWEALTH.COM
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ADV data as of Jun 03, 2026
- Regulatory AUM
- $316M
- Discretionary
- $316M
- Clients
- 195
- Avg AUM / client
- $1.6M
- Accounts
- 847
- Employees
- 7
AUM over time
$113M
$316M
Jun 2019
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 70 | $19.8M | 6.25% |
| High net worth individuals | 125 | $290M | 91.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $6.3M | 2.0% |
| Corporations and other businesses | Fewer than 5 clients | $111K | 0.04% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles T. Woolston | Manager / Chief Executive Officer | Jul 2014 (12y) | 50% – 75% | |
| Robert Werner Joel | Chief Compliance Officer / Chief Investment Officer / Member | CFP | Jul 2014 (12y) | 50% – 75% |
| Sonja Michelle Elia | Registered representative | Chartered Financial Consultant | May 2016 (10y) | |
| Jeffrey Mayer Jacobs | Registered representative | Jul 2016 (10y) | ||
| William Christopher Mcnamara | Registered representative | Jul 2018 (8y) | ||
| Aimee Marie Jensen | Registered representative | Dec 2019 (7y) | ||
| Peter John Freidel | Registered representative | Apr 2026 (0y) | ||
| Robert Earl O'quinn | Registered representative | CFP | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $316M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗