PPrivate Fund Data Log in Join · $37/mo

Salvus Wealth Management, LLC

● SEC registered since 2019CRD 171986SEC# 801-117044Red Bank, NJ
Export (members)
Reg. AUM
$297.6M
Employees
7
Accounts
787
Location
Red Bank, NJ

Salvus Wealth Management, LLC assets under management

Salvus Wealth Management, LLC operates as an SEC-registered investment adviser based in Red Bank, NJ. The firm has been registered since 2019. It reports $297.6 million in regulatory assets under management and employs 7 people.

Salvus Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Charles T. Woolston ControlManager / Chief Executive Officer50-75%2014
Robert Werner Joel ControlChief Investment Officer / Member50-75%2014
Sonja Michelle Elia ControlChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Salvus Wealth Management, LLC manage?

Salvus Wealth Management, LLC reports $297.6 million in regulatory assets under management on its Form ADV.

How many employees does Salvus Wealth Management, LLC have?

Salvus Wealth Management, LLC reports 7 employees.

Where is Salvus Wealth Management, LLC located?

Salvus Wealth Management, LLC is based in Red Bank, NJ and has been SEC-registered since 2019.

Does Salvus Wealth Management, LLC disclose fund performance?

Salvus Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Schulz Drive, Suite 302, Red Bank, NJ 07701
Phone732-542-2629
Fax732-676-7679
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK180923
Discloses disciplinary historyNo

Assets under management

Discretionary$297.6M
Non-discretionary$0
Total (RAUM)$297.6M