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CALVARY WEALTH, LLC
CALVARY WEALTH, LLC
AUGUSTA, Georgia
·
1 registered advisor
·
CRD# 131478
SEC# 801-79335
1
706-855-0170
01
Firm Overview
AUM
$138M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CALVARY WEALTH, LLC
1 registered advisor
Broadus William Cleveland
AUGUSTA, Georgia
CRD# 4807476
05
Office Locations
AUGUSTA, Georgia
1 advisor
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Data sourced from SEC Form ADV filings. CALVARY WEALTH, LLC (CRD# 131478) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.