CALVERT WEALTH MANAGEMENT, INC.
CRD #115639 SEC #801-118382 DUNKIRK, MD 301-812-1550
SEC Registered
Total AUM
$167.5M
Discretionary
$167.5M
Employees
4
Clients
26
Accounts
766
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $167.5M | $167.5M | $0 | 4 | 4 |
| Mar 2025 | $167.5M | $167.5M | $0 | 4 | 4 |
| Mar 2025 | $167.5M | $167.5M | $0 | 4 | 4 |
| Dec 2024 | $138.2M | $138.2M | $0 | 4 | 2 |
| Mar 2024 | $138.2M | $138.2M | $0 | 4 | 2 |
| Mar 2024 | $138.2M | $138.2M | $0 | 4 | 2 |
| Oct 2023 | $126.8M | $126.8M | $0 | 4 | 2 |
| Mar 2023 | $126.8M | $126.8M | $0 | 4 | 2 |
| Mar 2023 | $126.8M | $126.8M | $0 | 4 | 2 |
| Nov 2022 | $137.8M | $137.8M | $0 | 4 | 1 |
| Mar 2022 | $137.8M | $137.8M | $0 | 4 | 1 |
| Mar 2022 | $137.8M | $137.8M | $0 | 4 | 1 |
| Mar 2021 | $126.6M | $126.6M | $0 | 4 | 0 |
| Jun 2020 | $104.3M | $104.3M | $0 | 4 | 4 |
| Mar 2020 | $104.3M | $104.3M | $0 | 4 | 4 |
| Sep 2015 | $88.6M | $68M | $20.6M | 4 | 300 |
| Aug 2015 | $88.6M | $68M | $20.6M | 4 | 300 |
| Jul 2015 | $88.6M | $68M | $20.6M | 4 | 300 |
| May 2015 | $88.6M | $68M | $20.6M | 4 | 300 |
| Mar 2015 | $88.6M | $68M | $20.6M | 4 | 300 |
| Dec 2014 | $112M | $112M | $0 | 3 | 300 |
| Apr 2014 | $112M | $112M | $0 | 3 | 300 |
| Mar 2014 | $112M | $112M | $0 | 3 | 300 |
| Mar 2013 | $108.1M | $93.9M | $14.2M | 3 | 300 |
| Jun 2012 | $98.6M | $91.2M | $7.4M | 1 | 300 |
| Mar 2012 | $98.6M | $91.2M | $7.4M | 1 | 300 |
| May 2010 | $33.1M | $33.1M | $0 | 5 | -- |
DateDec 2025
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees4
Clients4
DateMar 2025
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees4
Clients4
DateMar 2025
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees4
Clients4
DateDec 2024
Total AUM$138.2M
Discretionary$138.2M
Non-Disc.$0
Employees4
Clients2
DateMar 2024
Total AUM$138.2M
Discretionary$138.2M
Non-Disc.$0
Employees4
Clients2
DateMar 2024
Total AUM$138.2M
Discretionary$138.2M
Non-Disc.$0
Employees4
Clients2
DateOct 2023
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees4
Clients2
DateMar 2023
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees4
Clients2
DateMar 2023
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees4
Clients2
DateNov 2022
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees4
Clients1
DateMar 2022
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees4
Clients1
DateMar 2022
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees4
Clients1
DateMar 2021
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees4
Clients4
DateMar 2020
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees4
Clients4
DateSep 2015
Total AUM$88.6M
Discretionary$68M
Non-Disc.$20.6M
Employees4
Clients300
DateAug 2015
Total AUM$88.6M
Discretionary$68M
Non-Disc.$20.6M
Employees4
Clients300
DateJul 2015
Total AUM$88.6M
Discretionary$68M
Non-Disc.$20.6M
Employees4
Clients300
DateMay 2015
Total AUM$88.6M
Discretionary$68M
Non-Disc.$20.6M
Employees4
Clients300
DateMar 2015
Total AUM$88.6M
Discretionary$68M
Non-Disc.$20.6M
Employees4
Clients300
DateDec 2014
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees3
Clients300
DateApr 2014
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees3
Clients300
DateMar 2014
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees3
Clients300
DateMar 2013
Total AUM$108.1M
Discretionary$93.9M
Non-Disc.$14.2M
Employees3
Clients300
DateJun 2012
Total AUM$98.6M
Discretionary$91.2M
Non-Disc.$7.4M
Employees1
Clients300
DateMar 2012
Total AUM$98.6M
Discretionary$91.2M
Non-Disc.$7.4M
Employees1
Clients300
DateMay 2010
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees5
Clients--