{
  "crd_number": 171986,
  "slug": "salvus-wealth-management-llc-red-bank-nj-171986",
  "primary_business_name": "SALVUS WEALTH MANAGEMENT, LLC",
  "legal_name": "SALVUS WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Red Bank",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-07-26",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-06-03",
  "carried_forward": false,
  "raum_total": 316485187.0,
  "raum_discretionary": 316485187.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 19784965.0,
      "count": 70
    },
    "pension_profit_sharing": {
      "raum": 6321567.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 290267195.0,
      "count": 125
    },
    "corporations_other_businesses": {
      "raum": 111460.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/9231904/admin",
    "https://salvuswealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171986",
  "city_as_filed": "RED BANK",
  "url": "https://advisorcensus.com/firm/salvus-wealth-management-llc-red-bank-nj-171986",
  "display_name": "Salvus Wealth Management, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Salvus Wealth Management, LLC (CRD 171986): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Salvus Wealth Management, LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does Salvus Wealth Management, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Salvus Wealth Management, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Salvus Wealth Management, LLC registered with the SEC or a state?",
      "a": "Salvus Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 171986."
    },
    {
      "q": "How much does Salvus Wealth Management, LLC manage?",
      "a": "Salvus Wealth Management, LLC reports $316,485,187 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Salvus Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Salvus Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (125); individuals (other than high net worth individuals) (70)."
    },
    {
      "q": "Which custodians does Salvus Wealth Management, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Salvus Wealth Management, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Salvus Wealth Management, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Salvus Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Changed its office addresses in Jacksonville, FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 165897992.0,
      "total_employees": 6,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 249666338.0,
      "total_employees": 6,
      "filing_date": "2022-03-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 241846910.0,
      "total_employees": 7,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 260514229.0,
      "total_employees": 7,
      "filing_date": "2024-08-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 297624840.0,
      "total_employees": 7,
      "filing_date": "2025-07-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 316485187.0,
      "total_employees": 7,
      "filing_date": "2026-06-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Changed its office addresses in Jacksonville, FL."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 6."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 to $400 an hour (financial planning and/or consulting services…)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Salvus does not impose a formal minimum account size or minimum fee requirement to provide investment advisory services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 to $400 an hour (financial planning and/or consulting services…)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 200.0,
          "max": 400.0,
          "period": "hour",
          "service": "financial planning and/or consulting services (including investment and non-investment related matters, including estate"
        }
      ]
    },
    "quotes": [
      "Salvus does not impose a formal minimum account size or minimum fee requirement to provide investment advisory services.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/salvus-wealth-management-llc-red-bank-nj-171986.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 70,
      "fewer_than_5": false,
      "raum": 19784965.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 125,
      "fewer_than_5": false,
      "raum": 290267195.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 6321567.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 111460.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171986",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
