Calvary Wealth, LLC

Calvary Wealth, LLC (CRD# 131478) is a financial advisory firm headquartered in Augusta, GA. They manage $90,179,028 in 297 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $303,633
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
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.

GA, LA, SC

Financial Advisors at Calvary Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Clayton R. Quamme
CRD#: 6025155
3740 Executive Center Drive, Augusta, GA 30907
96
Wealthminder
score

Clayton Quamme (CRD# 6025155) is an Investment Advisor Representative working at Calvary Wealth, LLC in Augusta, GA and has over 6 years of experience in the finance industry. Clayton Quamme has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Broadus W. Cleveland
CRD#: 4807476
3740 Executive Center Drive, Martinez, GA 30907
90
Wealthminder
score

Broadus Cleveland (CRD# 4807476) is an Investment Advisor Representative working at Calvary Wealth, LLC in Martinez, GA and has 1 year of experience in the finance industry. Broadus Cleveland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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