Overview
Assets Under Management: $168 million
Headquarters: DUNKIRK, MD
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Frequently Asked Questions
CALVERT WEALTH MANAGEMENT, INC. 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 #115639), CALVERT WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CALVERT WEALTH MANAGEMENT, INC. is headquartered in DUNKIRK, MD.
CALVERT WEALTH MANAGEMENT, INC. serves 51 high-net-worth clients according to their SEC filing dated December 01, 2025. View client details ↓
According to their SEC Form ADV, CALVERT WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CALVERT WEALTH MANAGEMENT, INC. manages $168 million in client assets according to their SEC filing dated December 01, 2025.
According to their SEC Form ADV, CALVERT WEALTH MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 766
Discretionary Accounts: 766
Regulatory Filings
CRD Number: 115639
Filing ID: 2031158
Last Filing Date: 2025-12-01 17:44:53
Website: 1