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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SALUS FINANCIAL ADVISORS

SALUS FINANCIAL ADVISORS, LLC, CRD 329882

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e4bd9f6f-c79e-fa0f-5713-ce6e1eb22680

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jan 29, 2024 to Mar 18, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $263MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $226M
Private client RAUM: $263MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $52.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 1,143
Individual clients: 274
High net worth clients: 91
Custody, client assets: $7.4M
SEC number: 801-129588
CRD: 329882
Filings on the tape: 8
First filed: Jan 29, 2024
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, CO
Website: salusfinancialadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JESSE THOMAS KARICH	n/a	Minneapolis, MN \| COLORADO SPRINGS, CO	2	23	4	no
COLIN ARTHUR SHEPHERD	n/a	COLORADO SPRINGS, CO \| Scottsdale, AZ	2	11	1	no
MAX S JELLE	n/a	COLORADO SPRINGS, CO \| Denver, CO	1	14	1	no
RICHARD DEREK SCHULTENOVER	Certified Financial Planner	COLORADO SPRINGS, CO	0	26	3	no
Jacob Ryan Allen	n/a	COLORADO SPRINGS, CO \| CASPER, WY	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KARICH, JESSE, THOMAS	MANAGING MEMBER	C	yes	12/2023	Jan 29, 2024	Jun 24, 2024
SCHULTENOVER, RICHARD, DEREK	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	yes	12/2023	Jan 29, 2024	Jun 24, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Scottsdale	Az	United States	1	no
Denver	Co	United States	1	no
Minneapolis	Mn	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$263M	$226M	5	5	5	n/a	n/a
2024	Feb 19, 2025	$203M	$170M	5	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$263M	$203M	29.3%	n/a	n/a	5	5	5	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
COREPATH WEALTH PARTNERS LLC	2	Mar 29, 2024	Jan 1, 2025	SCOTTSDALE, AZ	Team lift out	RIA to new firm	33.3%

Relationships

Registered with (5)

← Jacob Ryan AllenAdvisorregistration: current employment
Feb 2, 2026 to presentfactForm ADV
← RICHARD DEREK SCHULTENOVERAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← MAX S JELLEAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← COLIN ARTHUR SHEPHERDAdvisorregistration: current employment
May 3, 2024 to presentfactForm ADV
← JESSE THOMAS KARICHAdvisorregistration: current employment
Mar 18, 2024 to presentfactForm ADV

Moved with (1)

← COREPATH WEALTH PARTNERS LLCRegistered adviser3 advisors, firm absorbed, same day
Mar 29, 2024 to Jan 1, 2025factForm ADV

Controls (2)

← SCHULTENOVER, RICHARD, DEREKOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jan 29, 2024 to Jun 24, 2024factForm ADV
← KARICH, JESSE, THOMASOwnerMANAGING MEMBER, ownership code C, individual
Jan 29, 2024 to Jun 24, 2024factForm ADV

Dated events

Occurred
Mar 29, 2024
Firm absorbed
Corepath Wealth Partners LLC's advisors moved to Salus Financial Advisors (Scottsdale, AZ): 3 of 6 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Jan 29, 2024
First Form ADV filing
Salus Financial Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4bd9f6f-c79e-fa0f-5713-ce6e1eb22680
First observed: Jan 29, 2024
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SALUS FINANCIAL ADVISORS

SALUS FINANCIAL ADVISORS, LLC, CRD 329882

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e4bd9f6f-c79e-fa0f-5713-ce6e1eb22680

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JESSE THOMAS KARICH

n/a

Minneapolis, MN | COLORADO SPRINGS, CO

COLIN ARTHUR SHEPHERD

n/a

COLORADO SPRINGS, CO | Scottsdale, AZ

MAX S JELLE

n/a

COLORADO SPRINGS, CO | Denver, CO

RICHARD DEREK SCHULTENOVER

Certified Financial Planner

COLORADO SPRINGS, CO

Jacob Ryan Allen

n/a

COLORADO SPRINGS, CO | CASPER, WY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KARICH, JESSE, THOMAS

MANAGING MEMBER

yes

12/2023

Jan 29, 2024

Jun 24, 2024

SCHULTENOVER, RICHARD, DEREK

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

12/2023

Jan 29, 2024

Jun 24, 2024

City

State

Country

Employees

Also broker-dealer

Scottsdale

United States

Denver

United States

Minneapolis

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$263M

$226M

n/a

2024

Feb 19, 2025

$203M

$170M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$263M

$203M

29.3%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

COREPATH WEALTH PARTNERS LLC

Mar 29, 2024

Jan 1, 2025

SCOTTSDALE, AZ

Team lift out

RIA to new firm

33.3%