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CALVERT WEALTH MANAGEMENT, INC.

DUNKIRK, MD · CRD 115639 · IAPD ↗ · calvertwealth.com · 301-812-1550

$189.6MRegulatory AUM
3Advisory reps
4Employees
4Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
January 2026 — CALVERT WEALTH MANAGEMENT, INC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — CALVERT WEALTH MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
January 2025 — CALVERT WEALTH MANAGEMENT, INC. notice-filed in GA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — CALVERT WEALTH MANAGEMENT, INC. now reports custody of client assets ($33.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.