Charles Woolston
Salvus Wealth Management · Jupiter, Florida
Charles Woolston is a fee-only financial advisor at Salvus Wealth Management in Jupiter, Florida. Salvus Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Salvus Wealth Management |
|---|---|
| Based in | Jupiter, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $316.5M across 847 accounts |
| SEC registration | Investment adviser representative in FL, NJ · CRD 5750705 |
| Exams passed | Series 65 (2010) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | salvuswealth.com |
How Charles's firm compares
- Salvus Wealth Management's average account is about $374,000, from its Form ADV (assets managed divided by 847 accounts).
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Questions about Charles
Is Charles Woolston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Salvus Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Salvus Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Woolston based?
Charles Woolston is based in Jupiter, Florida.
Is Charles Woolston registered with the SEC?
Yes. Charles Woolston is registered as an investment adviser representative in FL and NJ (CRD 5750705), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Salvus Wealth Management manage?
Salvus Wealth Management reports $316.5M across 847 accounts in assets under management.
How do I contact Charles Woolston?
Through Charles's website, salvuswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Jupiter
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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