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CALVERT WEALTH MANAGEMENT, INC.

CRD 115639 · SEC 801-118382

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3175 WEST WARD ROAD, SUITE 120, DUNKIRK, MD, 20754, United States

Phone

301-812-1550

Fax

410-286-3180

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$189.6M

Discretionary AUM

$189.6M

Team

4 total employees; 3 advisory reps; 4 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingCONSULTING

Client types

TypeClientsAUM
Individuals304$168.4M
High net worth individuals56$21.1M

States served

DE, DC, GA, LA, MD, NC, PA, SC, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD