CALVARY WEALTH, LLC
CRD #131478 SEC #801-79335 AUGUSTA, GA 706-855-0170
SEC Registered
Total AUM
$138.5M
Discretionary
$138.5M
Employees
2
Clients
51
Accounts
390
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $138.5M | $138.5M | $0 | 2 | 1 |
| Feb 2023 | $138.5M | $138.5M | $0 | 3 | 1 |
| Feb 2022 | $154.5M | $154.5M | $0 | 3 | 2 |
| Feb 2021 | $136.5M | $136.5M | $0 | 3 | 1 |
| Feb 2021 | $136.5M | $136.5M | $0 | 3 | 1 |
| Jun 2020 | $118.2M | $118.2M | $0 | 3 | 2 |
| Feb 2020 | $118.2M | $118.2M | $0 | 3 | 2 |
| Sep 2019 | $99.8M | $99.8M | $0 | 2 | 1 |
| Jun 2019 | $99.8M | $99.8M | $0 | 2 | 1 |
| Apr 2019 | $99.8M | $99.8M | $0 | 2 | 1 |
| Apr 2019 | $100.8M | $100.8M | $0 | 2 | 0 |
| Feb 2019 | $100.8M | $100.8M | $0 | 2 | 0 |
| Feb 2019 | $100.8M | $100.8M | $0 | 2 | 0 |
| Mar 2018 | $114.4M | $114.4M | $0 | 2 | 0 |
| Mar 2017 | $90.2M | $90.2M | $0 | 2 | 26 |
| Mar 2017 | $90.2M | $90.2M | $0 | 2 | 26 |
| Feb 2017 | $90.2M | $90.2M | $0 | 2 | 26 |
| Jan 2017 | $164.1M | $153.3M | $10.8M | 2 | 200 |
| Jan 2017 | $164.1M | $153.3M | $10.8M | 2 | 200 |
| Jan 2017 | $164.1M | $153.3M | $10.8M | 2 | 200 |
| Nov 2016 | $164.1M | $153.3M | $10.8M | 9 | 200 |
| Mar 2016 | $164.1M | $153.3M | $10.8M | 9 | 200 |
| Jan 2016 | $147M | $137.7M | $9.3M | 8 | 200 |
| Jan 2016 | $147M | $137.7M | $9.3M | 8 | 200 |
| Sep 2015 | $147M | $137.7M | $9.3M | 8 | 200 |
| Aug 2015 | $147M | $137.7M | $9.3M | 8 | 200 |
| Mar 2015 | $147M | $137.7M | $9.3M | 8 | 200 |
| Jan 2015 | $110.7M | $102.9M | $7.8M | 9 | 100 |
| Apr 2014 | $110.7M | $102.9M | $7.8M | 9 | 100 |
| Mar 2014 | $110.7M | $102.9M | $7.8M | 9 | 100 |
| Aug 2012 | $65.9M | $62.2M | $3.7M | 1 | 104 |
| Jun 2012 | $65.9M | $62.2M | $3.7M | 1 | 104 |
| Mar 2012 | $65.9M | $62.2M | $3.7M | 1 | 104 |
| Mar 2012 | $65.9M | $62.2M | $3.7M | 1 | 104 |
| May 2011 | $58.8M | $54.9M | $3.8M | 5 | -- |
| Apr 2011 | $58.8M | $54.9M | $3.8M | 5 | -- |
| Mar 2011 | $58.8M | $54.9M | $3.8M | 5 | -- |
| Mar 2009 | $39.5M | $36.7M | $2.8M | 5 | -- |
| Mar 2008 | $46.7M | $43.4M | $3.3M | 5 | -- |
| Mar 2007 | $34.6M | $33.4M | $1.2M | 5 | -- |
DateApr 2023
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees2
Clients1
DateFeb 2023
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees3
Clients1
DateFeb 2022
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees3
Clients2
DateFeb 2021
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees3
Clients1
DateFeb 2021
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees3
Clients1
DateJun 2020
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees3
Clients2
DateFeb 2020
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees3
Clients2
DateSep 2019
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees2
Clients1
DateJun 2019
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees2
Clients1
DateApr 2019
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees2
Clients1
DateApr 2019
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$0
Employees2
Clients26
DateMar 2017
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$0
Employees2
Clients26
DateFeb 2017
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$0
Employees2
Clients26
DateJan 2017
Total AUM$164.1M
Discretionary$153.3M
Non-Disc.$10.8M
Employees2
Clients200
DateJan 2017
Total AUM$164.1M
Discretionary$153.3M
Non-Disc.$10.8M
Employees2
Clients200
DateJan 2017
Total AUM$164.1M
Discretionary$153.3M
Non-Disc.$10.8M
Employees2
Clients200
DateNov 2016
Total AUM$164.1M
Discretionary$153.3M
Non-Disc.$10.8M
Employees9
Clients200
DateMar 2016
Total AUM$164.1M
Discretionary$153.3M
Non-Disc.$10.8M
Employees9
Clients200
DateJan 2016
Total AUM$147M
Discretionary$137.7M
Non-Disc.$9.3M
Employees8
Clients200
DateJan 2016
Total AUM$147M
Discretionary$137.7M
Non-Disc.$9.3M
Employees8
Clients200
DateSep 2015
Total AUM$147M
Discretionary$137.7M
Non-Disc.$9.3M
Employees8
Clients200
DateAug 2015
Total AUM$147M
Discretionary$137.7M
Non-Disc.$9.3M
Employees8
Clients200
DateMar 2015
Total AUM$147M
Discretionary$137.7M
Non-Disc.$9.3M
Employees8
Clients200
DateJan 2015
Total AUM$110.7M
Discretionary$102.9M
Non-Disc.$7.8M
Employees9
Clients100
DateApr 2014
Total AUM$110.7M
Discretionary$102.9M
Non-Disc.$7.8M
Employees9
Clients100
DateMar 2014
Total AUM$110.7M
Discretionary$102.9M
Non-Disc.$7.8M
Employees9
Clients100
DateAug 2012
Total AUM$65.9M
Discretionary$62.2M
Non-Disc.$3.7M
Employees1
Clients104
DateJun 2012
Total AUM$65.9M
Discretionary$62.2M
Non-Disc.$3.7M
Employees1
Clients104
DateMar 2012
Total AUM$65.9M
Discretionary$62.2M
Non-Disc.$3.7M
Employees1
Clients104
DateMar 2012
Total AUM$65.9M
Discretionary$62.2M
Non-Disc.$3.7M
Employees1
Clients104
DateMay 2011
Total AUM$58.8M
Discretionary$54.9M
Non-Disc.$3.8M
Employees5
Clients--
DateApr 2011
Total AUM$58.8M
Discretionary$54.9M
Non-Disc.$3.8M
Employees5
Clients--
DateMar 2011
Total AUM$58.8M
Discretionary$54.9M
Non-Disc.$3.8M
Employees5
Clients--
DateMar 2009
Total AUM$39.5M
Discretionary$36.7M
Non-Disc.$2.8M
Employees5
Clients--
DateMar 2008
Total AUM$46.7M
Discretionary$43.4M
Non-Disc.$3.3M
Employees5
Clients--
DateMar 2007
Total AUM$34.6M
Discretionary$33.4M
Non-Disc.$1.2M
Employees5
Clients--