Calvert Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$189,569,655
Total clients
360
16% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
120
Average account size
$526,582
About
Calvert Wealth Management, Inc. is a three-advisor registered investment adviser that serves individuals, trusts, estates, charitable organizations, profit-sharing plans and business entities, managing approximately $189.6 million across about 360 client relationships. The firm offers discretionary portfolio management, comprehensive financial planning and consulting, and institutional wealth management services for employer-sponsored retirement plans.
The firm’s investment approach emphasizes asset allocation rather than market timing, using core model portfolios that range from very conservative to aggressive and employing mutual funds, ETFs, individual equities, bonds and cash as asset classes. Calvert generally manages accounts on a discretionary basis, treats cash as an asset class included in assets under management, and may employ inverse or enhanced fund strategies while permitting clients to impose restrictions.
Distinctive features in the Brochure include an explicit policy that Calvert will not exercise discretionary authority to purchase cryptocurrencies (such investments require client authorization) and a documented option to exclude leveraged or inverse strategies by client direction. The firm also highlights fiduciary and educational services for 401(k) and other retirement plans, use of account aggregation tools, coordination with outside attorneys and accountants for implementation, and a policy of leaving proxy voting decisions to clients.
Client services
Expertise
Fee options
$0 - $1,999,999: 1.10% $2,000,000 - $5,000,000: 1.00% $5,000,001 - $7,000,000: 0.60% $7,000,001+: 0.50% $0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $4,000,000: 0.35% $4,000,001 - $5,000,000: 0.25% $5,000,001 - $10,000,000: 0.20% $10,000,001 - $25,000,000: 0.15% $25,000,001 - $50,000,000: 0.10% $50,000,001+: 0.05%
$300 per hour for Financial Planning and Consulting Services
Minimum fee: Minimum cost for preparing a Financial Plan is $2,500 Fee-only: Hourly consulting services at $300 per hour
Main office location
Calvert Wealth Management, Inc.
3175 West Ward Road, Suite 120
Dunkirk MD 20754, United States
Number of offices
2
Most active in
Delaware · District of Columbia · Florida · Georgia · Louisiana · Maryland · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")