Salvus Wealth Management
Salvus Wealth Management is a fee-only, fiduciary Registered Investment Advisor serving high net worth individuals and families with comprehensive wealth management, supported by its proprietary Salvus Wealthscape client portal.
- Company typePrivate
- Founded2014
- HeadquartersRed Bank, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Salvus Wealth Management does
Salvus Wealth Management, LLC is a privately held, fee-only Registered Investment Advisor founded in 2014 and headquartered in Red Bank, New Jersey, with a second office in Jacksonville, Florida. The firm is co-founded and 100% employee-owned by CEO Charles T. Woolston, CPA/MST, and CIO Robert W. Joel, CFP, who had worked together advising mutual clients for over 15 years prior to incorporation. Salvus provides comprehensive wealth management services to high net worth individuals and families, including investment management, retirement planning, estate planning, tax planning, and executive financial counseling, with secondary service to corporate clients and private foundations. Its primary technology asset is the proprietary Salvus Wealthscape portal, which aggregates a daily-updated consolidated view of clients' entire financial picture across investment, retirement, bank, and liability accounts, with 24/7 multi-device access, real-time advisor communication, and 256-bit SSL encryption. Asset custody is provided by Fidelity Investments as an independent third-party custodian, reinforcing the firm's fiduciary and fee-only positioning.
The firm's go-to-market is a hybrid of direct, sales-led advisory relationships with HNW households and content-driven demand generation through an extensive resource center (articles, calculators, videos, retirement readiness tools, and client letters) plus LinkedIn presence. The team comprises 9 professionals, including credentialed CPAs, CFPs, ChFCs, and an RICP-designated CCO/Operations Director, with extensive experience spanning 14 to 35+ years in HNW advisory. Revenue is generated exclusively through transparent advisory fees paid directly by clients, with no commissions or third-party referral fees. The firm is SEC-registered, operates as a legal fiduciary to its clients, and serves markets across the Mid-Atlantic (NJ) and Southeast (FL) United States.
Salvus Wealth Management firmographics
Firmographics- Name
- Salvus Wealth Management
- Legal name
- Salvus Wealth Management, LLC
- Website
- https://salvuswealth.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Salvus Wealth Management is a fee-only, fiduciary Registered Investment Advisor serving high net worth individuals and families with comprehensive wealth management, supported by its proprietary Salvus Wealthscape client portal.
- Ownership category
- akta.pro rank
Salvus Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Salvus Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Red Bank
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Salvus Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Advisory Fees: As a true fee-only advisor, the only compensation received is a fully transparent advisory fee paid directly by clients. No commissions from product sales, no referral fees from third-party managers.
- Financial Planning Services: Provides comprehensive financial, estate and tax planning services as part of holistic wealth management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Not publicly disclosed | Fee-only advisory services |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Salvus Wealth Management product offering
Product offeringCore offering
Salvus Wealth Management provides fee-only investment advisory and comprehensive financial planning services to high net worth individuals, families, private foundations, and select corporate clients. Core services include investment management with access to boutique money managers, retirement planning, estate planning, and tax planning, delivered by CPAs, CFPs, and other credentialed advisors acting as fiduciaries. Clients access a consolidated view of their total wealth through the proprietary Salvus Wealthscape portal, with assets custodied at Fidelity Investments.
Product overview
Salvus Wealth Management offers a unified wealth management platform centered on its proprietary Salvus Wealthscape portal, combined with comprehensive financial advisory services. The firm provides investment management, retirement planning, estate planning, tax planning, and insurance advisory through a team of credentialed professionals (CPAs, CFPs, ChFCs). The investment approach emphasizes capital preservation, long-term time horizons, and allocation to boutique money managers, with Fidelity Investments serving as the primary custodian. Services are delivered as fee-only advisory with fiduciary obligations, and clients access their accounts through the Salvus Wealthscape portal and linked custodian platforms.
Differentiator
Problem solved
Functional benefit
Products and services
- Salvus Wealthscape Proprietary client portal that provides a daily-updated, consolidated view of a client's entire net worth, aggregating investment, retirement, bank, liability, and budget accounts, with 24/7 access, real-time advisor communication, live screen sharing, and 256-bit SSL encryption. It is targeted at the firm's high net worth advisory clients.
- Investment Management Advisory Discretionary and non-discretionary investment advisory service for high net worth individuals, families, private foundations, and corporate clients, emphasizing capital preservation, long-term time horizons, and allocation to boutique money managers. Delivered on a fee-only basis with assets custodied at Fidelity Investments.
- Comprehensive Financial, Estate, and Tax Planning Holistic financial planning service covering retirement planning, estate planning, and tax planning, delivered by a team including CPAs, CFPs, and Chartered Financial Consultants in coordination with clients' other professional advisors. Targeted at high net worth individuals, families, private foundations, and corporate clients.
Companies that use Salvus Wealth Management
Customer profileSegments3 records
Ideal customer profiles3 records
Salvus Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Salvus Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Fidelity InvestmentscoreFidelity Investments serves as the primary independent, third-party custodian for client assets. Assets are held in clients' names with Fidelity for safety, security and peace of mind. Fidelity provides a wide range of technology, services and competitive trading commissions.
Scale indicators2 records
Recent moves4 records
Expansion highlights4 records
Salvus Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Wealth Enhancement Group: National independent wealth management firm offering investment advisory, financial planning, and tax services to HNW clients. Comparable in fee-only, planning-led approach to HNW, but at significantly larger scale.
- Edelman Financial Engines: Large national wealth management and RIA platform serving a broad client base with investment advice, financial planning and retirement services. Comparable in fiduciary positioning and full-service planning, but at substantially larger scale and broader market reach.
- Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth advisory, tax, estate and investment management. Overlaps with Salvus on holistic HNW services, but operates at substantially greater scale with a national footprint.
- Creative Planning: Large national RIA offering comprehensive wealth management, tax, estate and investment services to HNW clients. Comparable in fiduciary/fee-only positioning and integrated service model, but at much greater scale and geographic reach than Salvus.
Direct peers
- Moneta Group: Fee-only RIA providing comprehensive wealth management, investment advisory and financial planning to HNW individuals and families. Comparable service mix, fiduciary model, and holistic planning orientation to Salvus.
- Modera Wealth Management: Fee-only RIA offering comprehensive financial planning, investment management and wealth advisory to HNW households. Strong service-line and client-segment overlap with Salvus, with a comparable boutique operating model.
- Carson Wealth: National RIA network serving HNW individuals with holistic financial planning, investment management and tax services. Directly comparable to Salvus on service scope, fee-only fiduciary model, and proprietary client portal offerings.
- Buckingham Strategic Wealth: Fee-only RIA providing evidence-based investment management and comprehensive financial planning to HNW households. Closely matches Salvus's fee-only fiduciary model, HNW target client, and planning-led approach.
- Plante Moran Financial Advisors: Fee-only RIA affiliated with a top accounting firm, providing integrated investment, tax and estate planning to HNW clients. Closely mirrors Salvus's CPA-led, multi-disciplinary, fee-only model.
Regional players
- RegentAtlantic: New Jersey-based fee-only RIA serving HNW families with investment management, tax and estate planning. Most direct regional peer to Salvus given geographic overlap and similar HNW, fee-only fiduciary model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Salvus Wealth Management social profiles
Digital presenceSalvus Wealth Management compliance and trust
Trust signalCompliance1 record
Salvus Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Salvus Wealth Management leadership team
Management profileNumber of profiles
Profiles9 records
Salvus Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Salvus Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Salvus Wealth Management
What does Salvus Wealth Management do?
Salvus Wealth Management provides fee-only investment advisory and comprehensive financial planning services to high net worth individuals, families, private foundations, and select corporate clients. Core services include investment management with access to boutique money managers, retirement planning, estate planning, and tax planning, delivered by CPAs, CFPs, and other credentialed advisors acting as fiduciaries. Clients access a consolidated view of their total wealth through the proprietary Salvus Wealthscape portal, with assets custodied at Fidelity Investments.
Is Salvus Wealth Management a public or private company?
Salvus Wealth Management is a private company. It is classified as management employee owned and is currently operating.
When was Salvus Wealth Management founded?
Salvus Wealth Management was founded in 2014. It employs 1 to 10 people.
Where is Salvus Wealth Management based?
Salvus Wealth Management is headquartered in Red Bank, United States, in the North America region.
How does Salvus Wealth Management make money?
Two revenue lines are on record. Advisory Fees are the primary driver. The others are financial Planning Services.
Who are Salvus Wealth Management's main competitors?
Broad incumbents on record are Wealth Enhancement Group, Edelman Financial Engines, Mariner Wealth Advisors and Creative Planning. Direct peers are Moneta Group, Modera Wealth Management, Carson Wealth, Buckingham Strategic Wealth and Plante Moran Financial Advisors. RegentAtlantic is listed as a regional player.
Does Salvus Wealth Management have an API?
No public API is recorded for Salvus Wealth Management.
What industry is Salvus Wealth Management in?
Salvus Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.