Salvus Wealth Management, LLC

Salvus Wealth Management, LLC (CRD# 171986) is a financial advisory firm headquartered in Red Bank, NJ. They manage $260,514,229 in 713 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
200 Schulz Drive, Suite 402, Red Bank, NJ 07701
https://www.linkedin.com/company/9231904/admin/
By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    713
    ACCOUNTS
  • Average Account Value
    $365,378
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NJ, NY, TX

Financial Advisors at Salvus Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Sonja Elia, financial advisor Red Bank NJ
Sonja M. Elia
CRD#: 5833378
200 Schulz Drive, Suite 402, Red Bank, NJ 07701

Sonja Elia (CRD# 5833378) is an Investment Advisor Representative working at Salvus Wealth Management, LLC in Red Bank, NJ and has over 13 years of experience in the finance industry.

2
Jeffrey Jacobs, financial advisor Red Bank NJ
Jeffrey M. Jacobs
CRD#: 4486947
200 Schulz Drive, Suite 402, Red Bank, NJ 07701

Jeffrey Jacobs (CRD# 4486947) is an Investment Advisor Representative working at Salvus Wealth Management, LLC in Red Bank, NJ and has over 12 years of experience in the finance industry.

3
Robert Joel, financial advisor Red Bank NJ
Robert W. Joel
CRD#: 2049509
200 Schulz Drive, Suite 402, Red Bank, NJ 07701
Robert Joel (CRD# 2049509) is an Investment Advisor Representative working at Salvus Wealth Management, LLC in Eatontown, NJ and has over 26 years of experience in the finance industry. Robert Joel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
4
William McNamara, financial advisor Red Bank NJ
William C. McNamara
CRD#: 5076541
200 Schulz Drive, Suite 402, Red Bank, NJ 07701

William McNamara (CRD# 5076541) is an Investment Advisor Representative working at Salvus Wealth Management, LLC in Red Bank, NJ and has over 15 years of experience in the finance industry.

5
Charles Woolston, financial advisor Red Bank NJ
Charles T. Woolston
CRD#: 5750705
200 Schulz Drive, Suite 402, Red Bank, NJ 07701

Charles Woolston (CRD# 5750705) is an Investment Advisor Representative working at Salvus Wealth Management, LLC in Red Bank, NJ and has over 13 years of experience in the finance industry.

6
Aimee Jensen, financial advisor Red Bank NJ
Aimee M. Jensen
CRD#: 7149529
200 Schulz Drive, Suite 402, Red Bank, NJ 07701

Aimee Jensen (CRD# 7149529) is an Investment Advisor Representative working at Salvus Wealth Management, LLC in Red Bank, NJ and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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