CALVERT WEALTH MANAGEMENT, INC.

DUNKIRK, Maryland·4 registered advisors·CRD# 115639
SEC# 801-1183821301-812-1550
01

Firm Overview

AUM
$138M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CALVERT WEALTH MANAGEMENT, INC.

4 registered advisors
Bradley Emmett Sheahan
DUNKIRK, Maryland
John Thomas Stone
DUNKIRK, Maryland
Kelly Colleen Sheahan
DUNKIRK, Maryland
Michael Alan Cox
DUNKIRK, Maryland
05

Office Locations

DUNKIRK, Maryland
4 advisors

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Data sourced from SEC Form ADV filings. CALVERT WEALTH MANAGEMENT, INC. (CRD# 115639) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.