1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CALVERT WEALTH MANAGEMENT, INC.

Map pinDUNKIRK, MD
Phone301-812-1550
NotebookSEC #801-118382
Total AUM
$189.6M
Employees
4
Clients
360

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3175 WEST WARD ROAD
SUITE 120
DUNKIRK
MD 20754
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
301-812-1550
Other Offices
1

ReceiptFinancials

Total AUM
$189.6M
Accounts
756
Discretionary
$189.6M
Accounts
756
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
304
AUM
$168.4M
HNW Individual Clients
56
AUM
$21.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCDEFLGALAMDNCPASCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account