Calvert Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dunkirk, MD. Its latest Form ADV filing, dated March 16, 2026, reports $190M in regulatory assets under management, 4 employees, 1 office, and 756 accounts.
Assets Under Management
$190M
Employees
4
Offices
1 office
Total Clients
360
Primary office
DUNKIRK, MD
3175 WEST WARD ROAD, SUITE 120, DUNKIRK, MD, United States
Top client segmentIndividuals represent 84.4% of total clients.
Top client categories% of clientsClients
1
Individuals
84.4%
304
2
HNWI
15.6%
56
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$190Mas of March 16, 2026
Discretionary100.0%
$190M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$190M
Total Accounts756
10Y AUM Change+$85M (+81.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee90:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.