# Calvert Wealth Management, Inc.

> Calvert Wealth Management, Inc. is an SEC-registered investment advisory firm in Dunkirk, MD, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 115639
- Filed as: CALVERT WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dunkirk, MD
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115639
- AdvisorCensus page: https://advisorcensus.com/firm/calvert-wealth-management-inc-dunkirk-md-115639

## Quick answers

**How is Calvert Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Calvert Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Calvert Wealth Management, Inc. charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Hourly rate: $300 an hour (preparation of a Financial Plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Calvert Wealth Management, Inc. located?**
Calvert Wealth Management, Inc.'s principal office is in Dunkirk, MD, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Calvert Wealth Management, Inc. registered with the SEC or a state?**
Calvert Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 115639.

**How much does Calvert Wealth Management, Inc. manage?**
Calvert Wealth Management, Inc. reports $189,569,655 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Calvert Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Calvert Wealth Management, Inc.: Regulatory assets under management: $126,562,714 in the October 2021 data and $189,569,655 in the October 2026 data, up 50%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Calvert Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (304); high net worth individuals (56).

**Which custodians does Calvert Wealth Management, Inc. use?**
Calvert Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Calvert Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/115639

**Does Calvert Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 13, 2026 says: "There is no minimum account size required to open or maintain an account with Calvert Wealth Management, Inc."

**What changed in Calvert Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $167,541,147 to $189,569,655 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: None

> There is no minimum account size required to open or maintain an account with Calvert Wealth Management, Inc.

- Hourly rate: $300 an hour (preparation of a Financial Plan)

> The preparation of a Financial Plan is billed at an hourly rate of $300 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $189,569,655
- Discretionary: $189,569,655
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 304 | $168,432,883 |
| High net worth individuals | 56 | $21,136,772 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, DE, FL, GA, LA, MD, NC, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Annapolis, MD

### Websites listed on Form ADV (Item 1.I)
- calvertwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $126,562,714 | 4 | March 24, 2021 |
| October 2022 | $137,814,462 | 4 | March 24, 2022 |
| October 2023 | $126,773,750 | 4 | March 16, 2023 |
| October 2024 | $138,213,110 | 4 | March 26, 2024 |
| October 2025 | $167,541,147 | 4 | March 19, 2025 |
| October 2026 | $189,569,655 | 4 | March 16, 2026 |

Regulatory assets under management: $126,562,714 in the October 2021 data and $189,569,655 in the October 2026 data, up 50%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $167,541,147 to $189,569,655 (+13%).

### January 2026
- Registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Calvert Wealth Management, Inc. (CRD 115639): Form ADV filing data as of October 2026.