Calvert Wealth Management, Inc. is based in Dunkirk, Maryland and has $104.3 million in assets under management.
|Type of client||Clients||AUM||Percent of total AUM||Average investment size|
|High net worth individuals||19||$32,043,628||31%||$1,686,507|
Calvert Wealth Management, Inc. makes money through the following ways:
Calvert Wealth Management, Inc. provides the following services:
|Legal governance||Maryland, United States|
|Latest ADV filing date||March 05, 2020|