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Calvert Wealth Management, Inc.

Calvert Wealth Management, Inc.. CRD 115639

Calvert Wealth Management, Inc. logo

CRD: 115639

Calvert Wealth Management, Inc.

Dunkirk, MD, 20754
3018121550
www.calvertwealth.com
$189.6M Total AUM
$189.6M Disc. AUM
10.0% 3Y CAGR
4 Employees
364 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
AlphaElement meridian
Established Date
01-22-2009
Office Locations
1

Office Locations

3175 West Ward Road Suite 120 Dunkirk MD

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.

Team overview

30 AVG AGE
$63.2M AVG AUM / ADVISOR
$520.8K AVG AUM / CLIENT
11 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Radial value Delta meridian Catalyst Glacier peak Unison timber Unison

Custodian

Vital Wave Atlas Oak Beacon Vector ridge

Investment Themes

Peak Pioneer Foundation Focus Signal oak Crest

Investment Vehicles

Vertex harbor Frontier

Platform

Pioneer

Services

Unison Frontier legacy Pioneer Atlas frontier Foundation signal Prime Unison timber Fusion Meridian Optima legacy Vector

Technology

Pioneer focus Momentum glacier

Owner & Executives

KELLY COLLEEN SHEAHAN

KELLY COLLEEN SHEAHAN

Chief Compliance Officer, Co-President

CRD
#6157839
Ownership
50% but less than 75%
(761) 616-3888
focus.radial@summitcapital.com
in linkedin.com/in/foundation-pioneer
J

JOHN THOMAS STONE JR.

Co-President

CRD
#5365268
Ownership
50% but less than 75%
(567) 293-1340
summit.quantum@quantumcapital.com
in linkedin.com/in/element-matrix

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Contacts

Nicholas Thomas Boyd

Nicholas Thomas Boyd

Portfolio Manager

CRD
#6915652
(263) 367-7943
harbor.matrix@embercapital.com
in linkedin.com/in/pathway-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-02-2022
10-30-2023
12-02-2024
12-01-2025
03-16-2026
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

Total SMA Asset: $189,569,655

$189.6M Total SMA
Public Funds:
17.1%
Equity - Exchange:
13.7%
Cash:
6.4%
Private Funds:
17.1%
Equity - OTC:
10.0%
Other:
19.3%
U.S. Government/Agency:
16.4%
Asset class Assets Assets %
Public Funds $222,975,033 17.1%
Equity - Exchange $178,640,816 13.7%
Cash $83,452,644 6.4%
Private Funds $222,975,033 17.1%
Equity - OTC $130,394,756 10.0%
Other $251,661,879 19.3%
U.S. Government/Agency $213,847,400 16.4%
Total $1,303,947,561 100.0%

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