Robert
Joel

Salvus Wealth Management, LLC

CRD#2049509
Investment Advisor
in Red Bank, NJ

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About this Advisor

Robert Joel is a financial advisor based in Red Bank, New Jersey, working with Salvus Wealth Management, LLC. Robert has previously held positions at Arcus Capital Partners, LLC and Salvus Wealth Management, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Jersey, and Texas. Currently, Robert is part of Salvus Wealth Management, LLC, which operates out of Red Bank, New Jersey. The firm has one office and seven employees. The firm manages assets totaling $260.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Salvus Wealth Management, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

200 Schulz Drive Suite 402
Red Bank, NJ 07701

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Salvus Wealth Management, LLC Brokerage Details

Total Assets Under Management

$260,514,229

NJ Average: $10,121,009,343
Total Number of Employees

7

NJ Average: 92
Total Number of Accounts

713

NJ Average: 6,978
Average Account Size

$365,378

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Robert Joel Work History

2014 - Present (10 years)

Salvus Wealth Management, LLC

2012 - 2014 (2 years)

Arcus Capital Partners, LLC

Disclosures

Please visit the SEC profile of Robert Joel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Salvus Wealth Management, LLC

Robert Joel
Red Bank, NJ
Sonja Elia
Red Bank, NJ
Charles Woolston
Red Bank, NJ
Aimee Jensen
Red Bank, NJ
Jeffrey Jacobs
Red Bank, NJ
William Mcnamara
Red Bank, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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