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| Happy Holidays!! thanks for using AUM13F!! |
| Salvus Wealth Management LLC
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| CRD # | 171986 |
| SEC # | 801-117044 |
| CIK # | 0001809236, 0000180923 |
| AUM | $297.6 M (2025-07-07) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 732-542-2629 |
| Address | 200 Schulz Drive Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Schwab Charles Corp | 6.7 | ||
| Progressive Corp/Oh/ | 6.5 | ||
| Priceline Com Inc | 5.5 | ||
| American Express Co | 5.2 | ||
| Tempur Pedic International Inc | 5.1 | ||
| New Providence Acquisition Corp | 5.0 | ||
| Thor Industries Inc | 4.8 | ||
| Apple Inc | 4.8 | ||
| Analog Devices Inc | 4.6 | ||
| Microsoft Corp | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 19.5 |
| (b) Individuals (high net worth individuals) | 118 | 271.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 787 | 297.6 |
| By Discretionary | ||
| Discretionary | 787 | 297.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 787 | 297.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 296.9 | |
| Total | 787 | 297.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001809236] |
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|---|---|---|
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Kensington Investment Counsel LLC
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CA | 0.3 |
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Athena Investment Management
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0.3 | |
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Carolina Wealth Advisors LLC
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SC | 0.3 |
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Gunpowder Capital Management LLC
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MD | 0.3 |
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Strategent Financial LLC
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VA | 0.3 |
|
Langley Wealth Management LLC
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MS | 0.3 |
|
Hicks Capital Management LLC
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|
OH | 0.3 |
|
Wealth Advisors Network Inc
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NE | 0.3 |
|
MacroView Investment Management LLC
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MD | 0.3 |
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Core Compliance Group LLC
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SC | 0.3 |