Calvary Wealth, LLC
Calvary Wealth, LLC (CRD# 131478) is a financial advisory firm headquartered in Augusta, GA. They manage $138,466,304 in 390 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management138MILLION
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Total Number of Accounts390ACCOUNTS
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Average Account Value$355,042
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, LA, SC
Financial Advisors at Calvary Wealth, LLC
No Advisor Found.
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