SALVUS WEALTH MANAGEMENT, LLC
C42
CRD 171986·SEC 801-117044·RED BANK, NJ
AUM
$316.5M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$949K
@ 30% margin
Est. Deal Value
$7.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $113.4M
'21 · $155.6M
'22 · $165.9M
'23 · $249.7M
'25 · $297.6M
'26 · $316.5M
'20'26
$113.4M → $316.5M▲ +179%
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 4 advisors
'26 · 6 advisors
'20'26
4 advisors → 6 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
200 SCHULZ DRIVESUITE 302RED BANK, NJ 07701
Business
200 SCHULZ DRIVESUITE 302RED BANK, NJ 07701
Edgar Recent Filings
13F-HR2026-04-10 · 0001809236-26-000003
13F-HR2026-01-12 · 0001809236-26-000001