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| Salvus Wealth Management LLC
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| |
|---|---|
| CRD # | 171986 |
| SEC # | 801-117044 |
| CIK # | 0001809236, 0000180923 |
| AUM | $260.5 MM (2024-08-15) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 732-542-2629 |
| Address | 200 Schulz Drive Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOG | 1,482,566.4 | 7.4 | |
| PGR | 67,509.2 | 6.2 | |
| SCHW | 121,688.8 | 5.5 | |
| BKNG | 74,682.6 | 5.2 | |
| AXP | 107,077.6 | 5.1 | |
| AAPL | 2,382,844.0 | 5.0 | |
| ADI | 77,186.0 | 4.4 | |
| MSFT | 1,918,222.4 | 3.9 | |
| TPX | 3,949.7 | 3.6 | |
| EL | 91,970.4 | 3.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 16.5 |
| (b) Individuals (high net worth individuals) | 101 | 236.8 |
| (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 | 7.2 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 713 | 260.5 |
| By Discretionary | ||
| Discretionary | 713 | 260.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 713 | 260.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 259.9 | |
| Total | 713 | 260.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001809236] |
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