Calvert Wealth Management, Inc.

Calvert Wealth Management, Inc. (CRD# 115639) is a financial advisory firm headquartered in Dunkirk, MD. They manage $138,213,110 in 699 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
3175 West Ward Road, Suite 120, Dunkirk, MD 20754
https://www.calvertwealth.com/
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    699
    ACCOUNTS
  • Average Account Value
    $197,730
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
The map below shows states where this firm has explicit registration only.

DC, DE, FL, LA, MD, NC, PA, VA

Financial Advisors at Calvert Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Nicholas Boyd, financial advisor Dunkirk MD
Nicholas T. Boyd
CRD#: 6915652
3175 West Ward Road, Suite 120, Dunkirk, MD 20754

Nicholas Boyd (CRD# 6915652) is an Investment Advisor Representative working at Calvert Wealth Management, Inc. in Dunkirk, MD and has over 5 years of experience in the finance industry.

2
Kelly Sheahan, financial advisor Dunkirk MD
Kelly C. Sheahan
CRD#: 6157839
3175 West Ward Rd., Suite 120, Dunkirk, MD 20754

Kelly Sheahan (CRD# 6157839) is an Investment Advisor Representative working at Calvert Wealth Management, Inc. in Dunkirk, MD and has over 8 years of experience in the finance industry.

3
John Stone, financial advisor Dunkirk MD
John T. Stone
CRD#: 5365268
3175 West Ward Road, Suite 120, Dunkirk, MD 20754

John Stone (CRD# 5365268) is an Investment Advisor Representative working at Calvert Wealth Management, Inc. in Dunkirk, MD and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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