Calvert Wealth Management, Inc.
Calvert Wealth Management, Inc. is an SEC-registered mass-market adviser in Dunkirk, MD with $189.6M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Calvert Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115639, SEC 801-118382, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $189.6M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Dunkirk, MD
- Employees
- 4
- Clients
- 360
- CRD
- 115639
- Ownership
- SHEAHAN, BRADLEY, EMMETT; COX, MICHAEL, ALAN; STONE, JOHN, THOMAS; SHEAHAN, KELLY, COLLEEN
How much AUM does Calvert Wealth Management, Inc. have?
Calvert Wealth Management, Inc. reported $189.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Calvert Wealth Management, Inc.?
Disclosed owners and executives of Calvert Wealth Management, Inc. include SHEAHAN, BRADLEY, EMMETT, COX, MICHAEL, ALAN, STONE, JOHN, THOMAS, SHEAHAN, KELLY, COLLEEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.