Firm profile

SALVUS WEALTH MANAGEMENT, LLC

RED BANK, NJCRD 171986Latest ADV April 23, 2026

Salvus Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Red Bank, NJ. Its latest Form ADV filing, dated April 23, 2026, reports $316M in regulatory assets under management, 7 employees, 1 office, and 847 accounts.

Assets Under Management
$316M
Employees
7
Offices
1 office
Total Clients
195
Primary office
RED BANK, NJ
200 SCHULZ DRIVE, SUITE 302, RED BANK, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOCharles T. Woolston
CCOSonja M. Elia
CIORobert W. Joel

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 64.1% of total clients.
Top client categories% of clientsClients
1
HNWI
64.1%
125
2
Individuals
35.9%
70
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$316Mas of April 23, 2026
Discretionary100.0%
$316M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$316M
Total Accounts847
10Y AUM Change+$203M (+179.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee28:1
10Y Employee Change+3 (+75.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.