SALVUS WEALTH MANAGEMENT, LLC
Adviser information for SALVUS WEALTH MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 713 | $260.5M |
| Non-Discretionary | 0 | $0 |
| Total | 713 | $260.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 63 | $16.5M |
| HNW Individuals | 101 | $236.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $7.2M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2,970 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT |
Principal Office
200 SCHULZ DRIVESUITE 402
RED BANK
NJ
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 732-542-2629, Fax: 732-676-7679
Chief Compliance Officer
ROBERT W. JOEL
CHIEF INVESTMENT OFFICER / MEMBER
200 SCHULZ DRIVE, SUITE 402
RED BANK
NJ
United States
Tel:
732-542-2629
Fax:
732-676-7679
B****@***************M
(Full email address available in API data)
Industry Affiliates
| JJCPA, LLC | Accountant or accounting firm |
| THE CURCHIN GROUP, LLC | Accountant or accounting firm |
| WOOLSTON CONSULTING, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JOEL, ROBERT, WERNER | Individual | – | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER / MEMBER | 07/2014 | 50-75% |
| WOOLSTON, CHARLES, T. | Individual | – | MANAGER / CHIEF EXECUTIVE OFFICER | 07/2014 | 50-75% |