CALVERT WEALTH MANAGEMENT, INC.
SEC RegisteredMain Street Trusted. Proven and Invested in You.
About the firm
Calvert Wealth Management was founded on the idea of providing Financial Planning and Investment Management services to individuals and small businesses. Through a team-centered approach, the whole team regularly reviews all accounts and brainstorms ideas to continuously build on their approach to each client. They also provide Wealth Management services to help clients who have reached a certain level of success manage and enjoy their accumulated wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Management, and Wealth Management services, with strategies tailored to clients' needs and goals.
Who they serve
Individuals, small businesses, and those who have reached a certain level of success and seek wealth management services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 304 | $168M |
| High Net Worth Individuals | 56 | $21M |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,999,999 | 1.10% |
| Next $2,000,000-$5,000,000 | 1.00% |
| Next $5,000,001-$7,000,000 | 0.60% |
| Next $7,000,001+ | 0.50% |
| Institutional: Up to $1,000,000 | 0.75% |
| Institutional: $1,000,001-$2,000,000 | 0.50% |
| Institutional: $2,000,001-$3,000,000 | 0.40% |
| Institutional: $3,000,001-$4,000,000 | 0.35% |
| Institutional: $4,000,001-$5,000,000 | 0.25% |
| Institutional: $5,000,001-$10,000,000 | 0.20% |
| Institutional: $10,000,001-$25,000,000 | 0.15% |
| Institutional: $25,000,001-$50,000,000 | 0.10% |
| Institutional: $50,000,001+ | 0.05% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CALVERT WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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