Data / Investment advisers / Maryland / Calvert Wealth Management, Inc.
Calvert Wealth Management, Inc., Dunkirk, MD: $190 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Calvert Wealth Management, Inc. is an SEC registered investment adviser with its main office in Dunkirk, Maryland and reports $190 million in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Calvert Wealth Management, Inc. (CRD number 115639): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 115639
- SEC file number
- 801-118382
- SEC status
- Approved, effective April 7, 2020
- Main office
- 3175 West Ward Road Suite 120, Dunkirk, MD 20754
- Phone
- (301) 812-1550
- Website
- calvertwealth.com
- Regulatory AUM
- $189,569,655 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $189,569,655
- Accounts
- 756
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 304 | $168.4 million |
| High net worth individuals | 56 | $21.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $189.6 million | March 16, 2026 |
| December 1, 2025 | $167.5 million | March 19, 2025 |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hillman Capital Management Inc | Bethesda | $195.9 million | Not listed | adviserinfo.sec.gov |
| Atcap Partners, LLC | Rockville | $195.5 million | Not listed | adviserinfo.sec.gov |
| Alpha Dna Investment Management | Columbia | $194.7 million | 1 | adviserinfo.sec.gov |
| PSG Credit GP, LLC | Columbia | $190.9 million | Not listed | adviserinfo.sec.gov |
| Blueprint Wealth Management Inc. | Ellicott City | $190 million | Not listed | adviserinfo.sec.gov |
| Ivy League Financial Advisors LLC | Rockville | $188.7 million | Not listed | adviserinfo.sec.gov |
| Advocate Investing Services | Woodbine | $186.6 million | Not listed | adviserinfo.sec.gov |
| My Wealth Management, Inc | Germantown | $178.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Calvert Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.