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

Building 2CALVARY WEALTH, LLC

Map pinAUGUSTA, GA
Phone706-855-0170
NotebookSEC #801-79335
Total AUM
$138.5M
Employees
2
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3740 EXECUTIVE CENTER DRIVE
AUGUSTA
GA 30907
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
706-855-0170
Other Offices
1

ReceiptFinancials

Total AUM
$138.5M
Accounts
390
Discretionary
$138.5M
Accounts
390
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
29
AUM
$15.6M
HNW Individual Clients
59
AUM
$122.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GALASC

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account