CALVERT WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$189,569,655
Discretionary
$189,569,655
Non-discretionary
$0
Firm details
- CRD number
- 115639
- SEC file number
- 801-118382
- Main office
- DUNKIRK, MD, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.calvertwealth.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.