Charles T. Woolston

Employer firm

Salvus Wealth Management, LLC CRD 171986

$316M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Salvus Wealth Management, Llc
  Red Bank, NJ
• 07/2016 → 08/2024
  Woolston Consulting Group
  Red Bank, NJ
• 08/2024 → Present
  Woolston Jensen And Macnamara
  Red Bank, NJ

Previous Registrations

• 2010-06-04 → 2015-11-19
  C & G Financial, Llc
  Tinton Falls, NJ
  Tinton Falls, NJ

Other Businesses

1) Since 1/2019, partner in Vintage Truck Purveyors US, LLC, a non investment related business, located at 200 Schulz Drive, Suite 302, Red Bank, NJ. The nature of the business is vehicle importing and sales. Approximately 1 hour per month is devoted to this entity; all of the time during non-security trading hours. 2) Since 7/7/2020, I have been a partner in Vintage Truck Purveyors- Commercial LLC, a non-investment related, importer and retailer of vehicles, located at 200 Schulz Dr. Suite 302, Red Bank, NJ 07701. Duties include: providing management advice and business guidance. I assisted in funding of the business. Approximately 1 hour per month is devoted to this entity; all of the time during non-security trading hours. 3) 1) Since 1/2025, partner in VTP Canada, a non investment related business, located at 200 Schulz Drive, Suite 302, Red Bank, NJ. The nature of the business is vehicle importing and sales. Approximately 1 hour per month is devoted to this entity; all of the time during non-security trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-03

Other Names

• Chuck Woolston