Calvert Wealth Management, Inc.
● SEC registered since 2020CRD 115639SEC# 801-118382Dunkirk, MD
Reg. AUM
$189.6M
Employees
4
Accounts
756
Location
Dunkirk, MD
Calvert Wealth Management, Inc. assets under management
Calvert Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Dunkirk, MD. The firm has been registered since 2020. It reports $189.6 million in regulatory assets under management and employs 4 people.
Calvert Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Thomas Stone Control | Co-President | 50-75% | 2020 |
| Kelly Colleen Sheahan Control | Co-President, Chief Compliance Officer | 50-75% | 2020 |
Frequently asked questions
How much does Calvert Wealth Management, Inc. manage?
Calvert Wealth Management, Inc. reports $189.6 million in regulatory assets under management on its Form ADV.
How many employees does Calvert Wealth Management, Inc. have?
Calvert Wealth Management, Inc. reports 4 employees.
Where is Calvert Wealth Management, Inc. located?
Calvert Wealth Management, Inc. is based in Dunkirk, MD and has been SEC-registered since 2020.
Does Calvert Wealth Management, Inc. disclose fund performance?
Calvert Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3175 West Ward Road, Suite 120, Dunkirk, MD 20754 |
| Phone | 301-812-1550 |
| Fax | 410-286-3180 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$189.6M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$189.6Mregulatory AUM
Discretionary $189.6M