| Name | Title | Ownership | Since |
|---|---|---|---|
| John Thomas Stone Control | Co-President | 50-75% | 2020 |
| Kelly Colleen Sheahan Control | Co-President, Chief Compliance Officer | 50-75% | 2020 |
Calvert Wealth Management, Inc. reports $167.5 million in regulatory assets under management on its Form ADV.
Calvert Wealth Management, Inc. reports 4 employees.
Calvert Wealth Management, Inc. is based in Dunkirk, MD and has been SEC-registered since 2020.
Calvert Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3175 West Ward Road, Suite 120, Dunkirk, MD 20754 |
| Phone | 301-812-1550 |
| Fax | 410-286-3180 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $167.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $167.5M |