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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) |
|---|
| CIK | Period |
|---|---|
| 0001809236 0000180923 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Schwab Charles Corp | 6.7 | ||
| Progressive Corp/Oh/ | 6.5 | ||
| Priceline Com Inc | 5.5 | ||
| American Express Co | 5.2 | ||
| Tempur Pedic International Inc | 5.1 | ||
| New Providence Acquisition Corp | 5.0 | ||
| Thor Industries Inc | 4.8 | ||
| Apple Inc | 4.8 | ||
| Analog Devices Inc | 4.6 | ||
| Microsoft Corp | 4.5 | ||
| Fiserv Inc | 4.2 | ||
| Floor & Decor Holdings Inc | 4.1 | ||
| Alphabet Inc | 4.0 | ||
| Asbury Automotive Group Inc | 3.2 | ||
| Installed Building Products Inc | 3.2 | ||
| Nvidia Corp | 3.1 | ||
| Armstrong World Industries Inc | 2.8 | ||
| Brookfield Asset Management Inc | 2.6 | ||
| Estee Lauder Companies Inc | 2.5 | ||
| Arista Networks Inc | 2.5 | ||
| NVR Inc | 2.5 | ||
| Aon Corp | 2.4 | ||
| Markel Corp | 2.2 | ||
| Amazon Com Inc | 2.1 | ||
| O Reilly Automotive Inc | 1.9 | ||
| BlackRock Inc | 1.7 | ||
| Moelis & Co | 1.7 | ||
| American Tower Corp /MA/ | 1.7 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kensington Investment Counsel LLC
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|
CA | 0.3 |
|
Athena Investment Management
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|
0.3 | |
|
Carolina Wealth Advisors LLC
✚
|
SC | 0.3 |
|
Gunpowder Capital Management LLC
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|
MD | 0.3 |
|
Strategent Financial LLC
✚
|
VA | 0.3 |
|
Langley Wealth Management LLC
✚
|
MS | 0.3 |
|
Hicks Capital Management LLC
✚
|
OH | 0.3 |
|
Wealth Advisors Network Inc
✚
|
NE | 0.3 |
|
MacroView Investment Management LLC
✚
|
MD | 0.3 |
|
Core Compliance Group LLC
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|
SC | 0.3 |