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Robert Werner Joel

SALVUS WEALTH MANAGEMENT, LLC·RED BANK, New Jersey
Series 7, Series 63, Series 65Clean record15 years registeredSALVUS WEALTH MANAGEMENT, LLC
200 SCHULZ DRIVE, RED BANK, NJ 07701CRD# 2049509Firm CRD# 171986

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Werner Joel · RED BANK, NJ
Registration
CRD #2049509 · SALVUS WEALTH MANAGEMENT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

THEPARTNERS WEALTH MANAGEMENT
Apr 2026 – present
SALVUS WEALTH MANAGEMENT, LLC
Sep 2014 – present
ARCUS CAPITAL PARTNERS, LLC
Apr 2012 – Oct 2014
JACKSONVILLE, FL
HIGHTOWER ADVISORS, LLC
Feb 2011 – Feb 2012
PALM BEACH GARDENS, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · February 5, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SALVUS WEALTH MANAGEMENT, LLC
CRD 171986 · SEC 801-117044
AUM
$261M
Regulatory assets under management
Employees
7
713 client accounts
Services offered by SALVUS WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SALVUS WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Robert Werner Joel offer?
Robert Werner Joel specializes in Financial Planning, Investment Management. Contact their office in RED BANK, New Jersey for a consultation.
What are Robert Werner Joel's credentials?
Robert Werner Joel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Werner Joel located?
Robert Werner Joel is based in RED BANK, New Jersey, working with SALVUS WEALTH MANAGEMENT, LLC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.
How does Robert Werner Joel charge for services?
Robert Werner Joel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SALVUS WEALTH MANAGEMENT, LLC?
SALVUS WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Charles T. Woolston
RED BANK, NJ

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