Overview
Assets Under Management: $138 million
Headquarters: AUGUSTA, GA
High-Net-Worth Clients: 59
Average Client Assets: $2.1 million
Frequently Asked Questions
CALVARY WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131478), CALVARY WEALTH, LLC is subject to fiduciary duty under federal law.
CALVARY WEALTH, LLC is headquartered in AUGUSTA, GA.
CALVARY WEALTH, LLC serves 59 high-net-worth clients according to their SEC filing dated April 03, 2023. View client details ↓
According to their SEC Form ADV, CALVARY WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CALVARY WEALTH, LLC manages $138 million in client assets according to their SEC filing dated April 03, 2023.
According to their SEC Form ADV, CALVARY WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.73%
Average Client Assets: $2.1 million
Total Client Accounts: 390
Discretionary Accounts: 390
Regulatory Filings
CRD Number: 131478
Filing ID: 1748870
Last Filing Date: 2023-04-03 09:26:00