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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-22-2009
- Office Locations
- 1
Office Locations
About Calvert Wealth Management, Inc.
Calvert Wealth Management provides financial planning, investment management, and ongoing wealth management for individuals and small businesses, helping clients navigate life transitions. The firm emphasizes a team-centered process where the full team reviews accounts and planning strategies together. Portfolio construction includes public funds and ETFs, with planning coordinated around tax and estate considerations.
Reported data analysis
What the numbers show
Between December 1, 2025 and March 16, 2026, reported AUM increased 13.1%, from $167.5M to $189.6M.
Across 5 reported observations, AUM increased 37.6% between November 2, 2022 and March 16, 2026, from $137.8M to $189.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 364 clients, or 121.3 clients per representative. That equates to $520.8K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
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- Investment Vehicles
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- Services
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The full Calvert Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KELLY COLLEEN SHEAHAN
Chief Compliance Officer, Co-President
- CRD
- #6157839
- Ownership
- 50% but less than 75%
JOHN THOMAS STONE JR.
Co-President
- CRD
- #5365268
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Nicholas Thomas Boyd
Portfolio Manager and Financial Advisor
- CRD
- #6915652
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $189,569,655 | $250,754 |
| Non-Discretionary | $0 | -- |
| Total | $189,569,655 | $250,754 |
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Separately Managed Accounts
SMA allocation detail is available
Calvert Wealth Management, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.