Calvert Wealth Management, Inc.

Calvert Wealth Management, Inc. (CRD# 115639) is a financial advisory firm headquartered in Dunkirk, MD. They manage $77,322,171 in 586 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    586
    ACCOUNTS
  • Average Account Value
    $131,949
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

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

Financial Advisors at Calvert Wealth Management, Inc.
Showing 1 - 4 of 4 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 26 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 7 years of experience in the finance industry.

3
Kelly C. Sheahan
CRD#: 6157839
3175 West Ward Rd., Suite 120, Dunkirk, MD 20754
88
Wealthminder
score

Kelly Sheahan (CRD# 6157839) is an Investment Advisor Representative working at Calvert Wealth Management, Inc. in Dunkirk, MD and has over 2 years of experience in the finance industry.

4
Taylor Hurst
CRD#: 6620342
3175 West Ward Road, Suite 120, Dunkirk, MD 20754
87
Wealthminder
score

Taylor Hurst (CRD# 6620342) 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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