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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-17-2014
- Office Locations
- 2
Office Locations
About Salvus Wealth Management, LLC
Salvus Wealth Management is a fiduciary RIA providing wealth management and investment advisory services for individuals and families, pairing portfolio construction with financial, estate and tax planning. The team sources boutique money managers and builds growth-oriented portfolios with an explicit focus on capital preservation and risk management. Uses ETFs and mutual funds and custodies primarily at Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT WERNER JOEL
Co-Founder and Chief Investment Officer
- CRD
- #2049509
- Ownership
- 50% but less than 75%
CHARLES T. WOOLSTON
Chief Executive Officer, Manager, Owner
- CRD
- #5750705
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Peter John Freidel
Financial Advisor
- CRD
- #7111399
JEFFREY MAYER JACOBS
Private Wealth Advisor, Senior Vice President
- CRD
- #4486947
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $316,485,187 | $373,654 |
| Non-Discretionary | $0 | -- |
| Total | $316,485,187 | $373,654 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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