Salus Financial Advisors, Llc
- Regulatory AUM
- $263M
- Discretionary
- $226M
- Clients
- 365
- Avg AUM / client
- $719K
- Accounts
- 1,143
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 274 | $91.7M | 34.9% |
| High net worth individuals | 91 | $171M | 65.1% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jesse Thomas Karich | Managing Member | Dec 2023 (3y) | 25% – 50% | |
| Richard Derek Schultenover | Managing Member And Chief Compliance Officer | CFP | Dec 2023 (3y) | 25% – 50% |
| Colin Arthur Shepherd | Registered representative | May 2024 (2y) | ||
| Max S Jelle | Registered representative | Jan 2025 (2y) | ||
| Jacob Ryan Allen | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
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) | 03/18/2026 | 995 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $221M (84% of AUM) Mar 2026
- Sei Investments Distribution Co. $36.7M (14% of AUM) Mar 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: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗