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Broadus William Cleveland

CALVARY WEALTH, LLC·AUGUSTA, Georgia
Clean record22 years registeredCALVARY WEALTH, LLC
3740 EXECUTIVE CENTER DRIVE, AUGUSTA, GA 30907CRD# 4807476Firm CRD# 131478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Broadus William Cleveland · AUGUSTA, GA
Registration
CRD #4807476 · CALVARY WEALTH, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

HB WEALTH
Aug 2023 – present
CALVARY WEALTH, LLC
Jul 2004 – Aug 2023
MARTINEZ, GA
02

Registrations & Exams

Registration record
First registered · July 1, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CALVARY WEALTH, LLC
CRD 131478 · SEC 801-79335
AUM
$138M
Regulatory assets under management
Employees
2
390 client accounts
Services offered by CALVARY WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CALVARY WEALTH, LLC →
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05

Frequently Asked Questions

What services does Broadus William Cleveland offer?
Broadus William Cleveland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUGUSTA, Georgia for a consultation.
What are Broadus William Cleveland's credentials?
Broadus William Cleveland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Broadus William Cleveland located?
Broadus William Cleveland is based in AUGUSTA, Georgia, working with CALVARY WEALTH, LLC. Their office serves clients in the AUGUSTA metropolitan area and surrounding communities.
How does Broadus William Cleveland charge for services?
Broadus William Cleveland's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALVARY WEALTH, LLC?
CALVARY WEALTH, LLC has approximately 2 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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