|
⚲
|
| Calvert Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 115639 |
| SEC # | 801-118382 |
| CIK # | |
| AUM | $167.5 M (2025-03-19) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 301-812-1550 |
| Address | 3175 West Ward Road Dunkirk, MD 20754 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 308 | 64.1 |
| (b) Individuals (high net worth individuals) | 51 | 103.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 766 | 167.5 |
| By Discretionary | ||
| Discretionary | 766 | 167.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 766 | 167.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.5 | |
| Total | 766 | 167.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Integrity Investment Advisors LLC
✚
|
0.2 | |
|
Laughlin Financial LLC
✚
|
IN | 0.2 |
|
Clarity Wealth Management LLC
✚
|
AZ | 0.2 |
|
Rayliant Investment Research
✚
|
CA | 0.2 |
|
Momentum Wealth Planning LLC
✚
|
0.2 | |
|
Corrales & Company LLC
✚
|
FL | 0.2 |
|
Taurus Capital Advisors LLC
✚
|
OR | 0.2 |
|
Shotwell Rutter Baer Inc
✚
|
MI | 0.2 |
|
Ridge Capital Management LLC
✚
|
GA | 0.2 |
|
Lind Capital Partners LLC
✚
|
IL | 0.2 |