Charles T. Woolston
Investment adviser representative at Salvus Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
$316.5MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Woolston Jensen and MacnamaraAug 2024 to now
- Salvus Wealth Management, LLCAug 2014 to now
- Woolston Consulting GroupJul 2016 to Aug 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
Salvus Wealth Management, LLC
$316.5MAssets managed
195Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5750705
- Firm CRD
- 171986