|
⚲
|
| Calvert Wealth Management Inc
✚
| |
|---|---|
| CRD # | 115639 |
| SEC # | 801-118382 |
| CIK # | |
| AUM | $138.2 MM (2024-03-26) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 301-812-1550 |
| Address | 3175 West Ward Road Dunkirk, MD 20754 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 62.4 |
| (b) Individuals (high net worth individuals) | 45 | 75.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 699 | 138.2 |
| By Discretionary | ||
| Discretionary | 699 | 138.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 699 | 138.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.2 | |
| Total | 699 | 138.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
McIntyre Freedman & Flynn Investment Advisers Inc
✚
|
MA | 0.1 |
|
RFM Financial Solutions LLC
✚
|
MI | 0.1 |
|
The Archer Consulting Group LLC
✚
|
LA | 0.1 |
|
Ring Mountain Capital LLC
✚
|
CA | 0.1 |
|
Fithian LLC
✚
|
NY | 0.1 |
|
Titanium Advisors LLC
✚
|
MA | 0.1 |
|
Kastel Capital Advisors LLC
✚
|
MA | 0.1 |
|
Rockbridge Capital Management LLC
✚
|
VA | 0.1 |
|
Apex Wealth Management LLC
✚
|
NH | 0.1 |
|
Financial Designs Wealth Management LLC
✚
|
FL | 0.1 |