Calvert Wealth Management, INC.

Financial planning in Dunkirk, MD

SEC registeredNo commissions reported

Call (301) 812-1550 Send a message Map ↗

Public-record details

Address: 3175 West Ward Road, Suite 120, Dunkirk, MD 20754
Phone: (301) 812-1550
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number: 115639
Registration: SEC registered since 2020-04-07
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management: $189.6 million
Accounts managed: 756
Clients reported (Form ADV 5.D): 360
Individual / high-net-worth clients: 304 / 56
Employees: 4
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-16

SEC registered investment adviser, CRD 115639, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 115639 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.