CALVERT WEALTH MANAGEMENT, INC.

3175 West Ward Road
Suite 120
Dunkirk, Maryland 20754
Tel: 301-812-1550

About CALVERT WEALTH MANAGEMENT, INC.

CALVERT WEALTH MANAGEMENT, INC, formally registered with the SEC as CALVERT WEALTH MANAGEMENT, INC. The firm was established in 04/07/2020. They have over 2 offices throughout the country.

CALVERT WEALTH MANAGEMENT, INC. is a Dunkirk, Maryland based Financial Planning firm with nearly $138,213,110 assets under management, offering retirement planning & investment advisory services to 699 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115639
SEC#	801-118382
Assets Managed by Firm	$138,213,110
No. of Clients	699
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	699	$138,213,110
Individuals (other than high net worth individuals)	285	$62,373,654
High net worth individuals	45	$75,839,456

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