Calvert Wealth Management, Inc.

Calvert Wealth Management, Inc. (CRD# 115639) is a financial advisory firm headquartered in Dunkirk, MD. They manage $85,238,650 in 1,013 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $84,145
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, DE, FL, MD, NC, TX, VA

Financial Advisors at Calvert Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Bradley E. Sheahan
CRD#: 1756751
3175 West Ward Road, Suite 120, Dunkirk, MD 20754
96
Wealthminder
score

Bradley Sheahan (CRD# 1756751) is an Investment Advisor Representative working at Calvert Wealth Management, Inc. in Dunkirk, MD and has over 24 years of experience in the finance industry.

2
John T. Stone
CRD#: 5365268
3175 West Ward Road, Suite 120, Dunkirk, MD 20754
93
Wealthminder
score

John Stone (CRD# 5365268) is an Investment Advisor Representative working at Calvert Wealth Management, Inc. in Dunkirk, MD and has over 6 years of experience in the finance industry.

3
Kelly C. Sheahan
CRD#: 6157839
3175 West Ward Rd., Suite 120, Dunkirk, MD 20754
87
Wealthminder
score

Kelly Sheahan (CRD# 6157839) is an Investment Advisor Representative working at Calvert Wealth Management, Inc. in Dunkirk, MD and has 1 year of experience in the finance industry.

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