Salvus Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Salvus Wealth Management LLC
CRD #171986
SEC #801-117044
CIK #0000180923, 0001809236
AUM 316.5 M (2026-06-03)
Employees 7 (86% Investors, 0% Brokers)
Phone732-542-2629
Address200 Schulz Drive
Red Bank, NJ 07701
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
3502802101407002010201520212027
Sector Form 13F Holdings Value ($M)
Alphabet Inc 7.1
New Providence Acquisition Corp 6.3
Schwab Charles Corp 6.2
Apple Inc 5.8
Applied Materials Inc /DE 5.7
Nvidia Corp 5.0
Progressive Corp/Oh/ 5.0
Tempur Pedic International Inc 4.4
Priceline Com Inc 4.1
American Express Co 3.9
View All
Holdings by Sector ($M)
180144108723602021202320252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 70 19.8
(b) Individuals (high net worth individuals) 125 290.3
(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 6.3
(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 847 316.5
By Discretionary
Discretionary 847 316.5
Non-Discretionary 0 0.0
Total 847 316.5
By Non-United States Persons
Non-United States Persons 0.9
United States Persons 315.6
Total 847 316.5
EDGAR Form CIK 2011 - 2026
13F-HR [0001809236]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
Comparable Firms State AUM
Redwood Wealth Management Group LLC
NJ 317.2 M
Vistamark Investments LLC
IL 317.2 M
Mendel Money Management Inc
IL 317.1 M
Blue Barn Wealth LLC
UT 317.1 M
Swisher Financial Concepts Inc
OH 317.0 M
Duet Advisory Services LLC
MI 316.5 M
First Oak Wealth Management LLC
NC 316.2 M
Wealth Analytics Partners LLC
CA 316.0 M
Gibert Wealth Management LLC
316.0 M
Pacifica Partners Inc
316.0 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com