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Sonja M. Elia

SALVUS WEALTH MANAGEMENT
Jacksonville, FL 32217
CRD#: 5833378
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Sonja Michelle EliaSALVUS WEALTH MANAGEMENT

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 and THEPARTNERS WEALTH MANAGEMENT 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 4 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
Current

April 23, 2026 - Present

THEPARTNERS WEALTH MANAGEMENT

Office #1: 6022 San Jose Blvd, Suite 100n, Jacksonville, FL 32217
RIA
CRD#: 314816
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

BD
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".
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | GORDON WEALTH | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS

CRD#: 314816 / SEC#: 801-122637

RIA
Registered Investment Advisory firm - (11/8/2021 Approved)

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/11/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/28/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/20/2010
General Securities Representative Examination

Current Firm

TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | GORDON WEALTH | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS

CRD#: 314816 / SEC#: 801-122637

RIA
Registered Investment Advisory firm - (11/8/2021 Approved)
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Contact information

Main Address
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921
Mailing Address
26 Miramonte Rd, Carmel Valley, CA 93924
Phone number
(800) 324-3010
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THEPARTNERS ADV PART 2A BROCHURE (10/24/2025)
THEPARTNERS ADV PART 2A WRAP BROCHURE (8/12/2025)

Regulatory assets under management

Total Number of Accounts2,304
AUM (Assets Under Management)$ 454,537,144

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.

Company Information

THEPARTNERS WEALTH MANAGEMENT

CRD#: 314816Jacksonville, FL 32217

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