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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 1, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHEAHAN, KELLY, COLLEEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHEAHAN, KELLY, COLLEEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHEAHAN, KELLY, COLLEEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHEAHAN, KELLY, COLLEEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHEAHAN, KELLY, COLLEEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHEAHAN, KELLY, COLLEEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHEAHAN, KELLY, COLLEEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JOHN, THOMAS | I | VICE PRESIDENT OF PORTFOLIO MANAGEMENT | NA | Control |
| STONE, JOHN, THOMAS | I | VICE PRESIDENT OF PORTFOLIO MANAGEMENT | NA | Control |
| STONE, JOHN, THOMAS | I | VICE PRESIDENT OF PORTFOLIO MANAGEMENT | NA | Control |
| STONE, JOHN, THOMAS | I | VICE PRESIDENT OF PORTFOLIO MANAGEMENT | NA | Control |
| STONE, JOHN, THOMAS | I | VICE PRESIDENT OF PORTFOLIO MANAGEMENT | NA | Control |
| COX, MICHAEL, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEAHAN, BRADLEY, EMMETT | I | PRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| SHEAHAN, BRADLEY, EMMETT | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| SHEAHAN, BRADLEY, EMMETT | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| SHEAHAN, BRADLEY, EMMETT | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| SHEAHAN, BRADLEY, EMMETT | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| SHEAHAN, BRADLEY, EMMETT | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| SHEAHAN, BRADLEY, EMMETT | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| SHEAHAN, BRADLEY, EMMETT | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| SHEAHAN, BRADLEY, EMMETT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SHEAHAN, BRADLEY, EMMETT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SHEAHAN, BRADLEY, EMMETT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SHEAHAN, KELLY, COLLEEN | I | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SHEAHAN, KELLY, COLLEEN | I | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SHEAHAN, KELLY, COLLEEN | I | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SHEAHAN, KELLY, COLLEEN | I | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SHEAHAN, KELLY, COLLEEN | I | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SHEAHAN, KELLY, COLLEEN | I | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SHEAHAN, KELLY, COLLEEN | I | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SHEAHAN, KELLY, COLLEEN | I | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SHEAHAN, KELLY, COLLEEN | I | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SHEAHAN, KELLY, COLLEEN | I | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SHEAHAN, KELLY, COLLEEN | I | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SHEAHAN, KELLY, COLLEEN | I | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SHEAHAN, KELLY, COLLEEN | I | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SHEAHAN, KELLY, COLLEEN | I | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SHEAHAN, KELLY, COLLEEN | I | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| STONE, JOHN, THOMAS | I | CO-PRESIDENT | D | Control |
| STONE, JOHN, THOMAS | I | CO-PRESIDENT | D | Control |
| STONE, JOHN, THOMAS | I | CO-PRESIDENT | D | Control |
| STONE, JOHN, THOMAS | I | CO-PRESIDENT | D | Control |
| STONE, JOHN, THOMAS | I | CO-PRESIDENT | D | Control |
| STONE, JOHN, THOMAS | I | CO-PRESIDENT | D | Control |
| STONE, JOHN, THOMAS | I | CO-PRESIDENT | D | Control |
| STONE, JOHN, THOMAS | I | CO-PRESIDENT | D | Control |
| STONE, JOHN, THOMAS | I | CO-PRESIDENT | D | Control |
| STONE, JOHN, THOMAS | I | CO-PRESIDENT | D | Control |
| STONE, JOHN, THOMAS | I | CO-PRESIDENT | D | Control |
| STONE, JOHN, THOMAS | I | CO-PRESIDENT | D | Control |
| STONE, JOHN, THOMAS | I | CO-PRESIDENT | D | Control |
| STONE, JOHN, THOMAS | I | CO-PRESIDENT | D | Control |
| STONE, JOHN, THOMAS | I | CO-PRESIDENT | D | Control |
| COX, MICHAEL, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| COX, MICHAEL, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| COX, MICHAEL, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Dec 1, 2025 REGISTERED
Notice Filings (15)
AZ DC DE FL GA LA MD ME NC NY OR PA SC TX VA
Address
3175 WEST WARD ROADSUITE 120
DUNKIRK, MD 20754
United States
Phone: 301-812-1550