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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-27-2024
- Office Locations
- 5
Office Locations
About Salus Financial Advisors
Salus Financial Advisors provides financial planning and personalized investment management/wealth management. Clients can aggregate and view finances through its eMoney client access portal. Public filings indicate an ETF-heavy portfolio mix and relationships with custodians such as Fidelity/NFS and SEI, supported by a small advisor team with multiple office locations.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JESSE THOMAS KARICH
Managing Member, Wealth Advisor
- CRD
- #4592152
- Ownership
- 25% but less than 50%
RICHARD DEREK SCHULTENOVER
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4205794
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Jacob Ryan Allen
--
- CRD
- #6989950
MAX S JELLE
Advisor
- CRD
- #7807991
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,949,835 | $224,157 |
| Non-Discretionary | $36,664,208 | $271,587 |
| Total | $262,614,043 | $229,759 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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