Sonja M. Elia

SALVUS WEALTH MANAGEMENT

Jacksonville, FL 32217

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CRD#: 5833378

Professional summary

Sonja Michelle Elia, who also goes by Sonja M Elia, Sonja Michelle Woodcock, is a registered financial advisor currently at SALVUS WEALTH MANAGEMENT, LLC located in Jacksonville, Florida.

Sonja is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Sonja has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sonja M Elia | Sonja Michelle Woodcock

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sonja Michelle Elia's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 16, 2016 - Present

SALVUS WEALTH MANAGEMENT, LLC

Office #1: 6022 San Jose Blvd Suite 100 N, Jacksonville, FL 32217

RIA

CRD#: 171986

Jacksonville, FL

Past

June 14, 2011 - April 4, 2016

CAMARDA WEALTH ADVISORY GROUP

RIA

CRD#: 113784

FLEMING ISLAND, FL

Past

October 21, 2010 - April 21, 2011

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SALVUS WEALTH MANAGEMENT, LLC

CG CAPITAL MANAGEMENT, LLC | SALVUS WEALTH MANAGEMENT, LLC

CRD#: 171986 / SEC#: 801-117044

RIA

Registered Investment Advisory firm - (7/26/2019 Approved)

Connecticut

Registered Investment Advisory firm - (10/8/2019 Terminated)

Florida

Registered Investment Advisory firm - (10/4/2019 Terminated)

New Jersey

Registered Investment Advisory firm - (8/6/2019 Terminated)

New York

Registered Investment Advisory firm - (10/4/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/16/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/11/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/28/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/20/2010

General Securities Representative Examination

Current Firm

SALVUS WEALTH MANAGEMENT, LLC

CG CAPITAL MANAGEMENT, LLC | SALVUS WEALTH MANAGEMENT, LLC

CRD#: 171986 / SEC#: 801-117044

RIA

Registered Investment Advisory firm - (7/26/2019 Approved)

Connecticut

Registered Investment Advisory firm - (10/8/2019 Terminated)

Florida

Registered Investment Advisory firm - (10/4/2019 Terminated)

New Jersey

Registered Investment Advisory firm - (8/6/2019 Terminated)

New York

Registered Investment Advisory firm - (10/4/2019 Terminated)

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Contact information

Main Address

200 Schulz Drive Suite 302, Red Bank, NJ 07701

Mailing Address

Phone number

(732) 542-2629

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A, FIRM BROCHURE (7/7/2025)

Regulatory assets under management

Total Number of Accounts	787
AUM (Assets Under Management)	$ 297,624,840

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/30/2025	Cover Page	Report
02/28/2024	Cover Page	Report
10/06/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sonja M. Elia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sonja Michelle Elia's CRS (Customer Relationship Summary).

Certified licenses

Experience

SALVUS WEALTH MANAGEMENT, LLC

CAMARDA WEALTH ADVISORY GROUP

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

SALVUS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/11/2011

Series 63

Date: 10/28/2010

Series 7

Date: 10/20/2010

Current Firm

SALVUS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SALVUS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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