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AdvisorCensus / Financial advisors / New York / New York / Salvus Wealth Management, LLC

Salvus Wealth Management, LLC

Red Bank, NJSEC-registered investment adviserCRD 171986

Filed as SALVUS WEALTH MANAGEMENT, LLC

Salvus Wealth Management, LLC is an SEC-registered investment advisory firm in Red Bank, NJ, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.

7 years
registered since 2019
$316,485,187
assets under management
4 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Salvus Wealth Management, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Salvus Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

How much does Salvus Wealth Management, LLC charge?

Its Form ADV Part 2A brochure dated June 3, 2026 states: Hourly rate: $200 to $400 an hour (financial planning and/or consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Salvus Wealth Management, LLC located?

Salvus Wealth Management, LLC's principal office is in Red Bank, NJ, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Salvus Wealth Management, LLC registered with the SEC or a state?

Salvus Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 171986.

How much does Salvus Wealth Management, LLC manage?

Salvus Wealth Management, LLC reports $316,485,187 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary).

How have Salvus Wealth Management, LLC's assets and staff changed since 2021?

In the Form ADV data for Salvus Wealth Management, LLC: Regulatory assets under management: $165,897,992 in the October 2021 data and $316,485,187 in the October 2026 data, up 91%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Salvus Wealth Management, LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (125); individuals (other than high net worth individuals) (70).

Which custodians does Salvus Wealth Management, LLC use?

Salvus Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

Does Salvus Wealth Management, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171986

Does Salvus Wealth Management, LLC state an account minimum?

Its Form ADV Part 2A brochure dated June 3, 2026 says: "Salvus does not impose a formal minimum account size or minimum fee requirement to provide investment advisory services."

What changed in Salvus Wealth Management, LLC's recent Form ADV filings?

In the July 2026 filing data: Changed its office addresses in Jacksonville, FL.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

The brochure's wording
Salvus does not impose a formal minimum account size or minimum fee requirement to provide investment advisory services.

Hourly rate: $200 to $400 an hour (financial planning and/or consulting services…)

The brochure's wording
Salvus’ financial planning and consulting fees are non-negotiable and generally range from $200 to $400 on an hourly rate basis, depending upon the level and scope of the services required and the professionals rendering the services.

As stated in the firm's Form ADV Part 2A brochure dated June 3, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$316,485,187

$316,485,187 as of October 2026, filing dated June 3, 2026.

Discretionary: $316,485,187.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 70 Assets $19,784,965 (6%)
High net worth individuals
Clients 125 Assets $290,267,195 (92%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets $6,321,567 (2%)
Corporations or other businesses not listed above
Clients Fewer than 5 Assets $111,460 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2019 (7 years)
Employees
Total: 7. Performing investment advisory functions: 6.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the July 2026 filing
Jacksonville, FL
States registered or notice-filed
5 states or jurisdictions
CTFLNJNYTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$166M 2021 $250M 2022 $242M 2023 $261M 2024 $298M 2025 $316M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$316,485,1877June 3, 2026
October 2025$297,624,8407July 7, 2025
October 2024$260,514,2297August 15, 2024
October 2023$241,846,9107March 28, 2023
October 2022$249,666,3386March 8, 2022
October 2021$165,897,9926March 31, 2021

Regulatory assets under management: $165,897,992 in the October 2021 data and $316,485,187 in the October 2026 data, up 91%.

Total employees: 6 in October 2021 and 7 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. July 2026
    • Changed its office addresses in Jacksonville, FL.
  2. April 2026
    • Employees performing advisory functions went from 4 to 6.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
salvuswealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Salvus Wealth Management, LLC (CRD 171986): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/salvus-wealth-management-llc-red-bank-nj-171986