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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 3, 2023
- 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 |
|---|---|---|---|---|
| CLEVELAND, B., WILLIAM | I | SHAREHOLDER | NA | Control |
| CLEVELAND, B., WILLIAM | I | PRESIDENT (OF CORP OWNER) | NA | Control |
| CLEVELAND, B., WILLIAM | I | PRESIDENT (OF CORP OWNER) | NA | Control |
| CLEVELAND, B., WILLIAM | I | PRESIDENT (OF CORP OWNER) | NA | Control |
| CLEVELAND, B., WILLIAM | I | PRESIDENT (OF CORP OWNER) | NA | Control |
| CLEVELAND, B., WILLIAM | I | PRESIDENT (OF CORP OWNER) | NA | Control |
| CLEVELAND, B., WILLIAM | I | PRESIDENT (OF CORP OWNER) | NA | Control |
| CLEVELAND, B., WILLIAM | I | FOUNDER, PARTNER | NA | Control |
| CLEVELAND, B., WILLIAM | I | FOUNDER, PARTNER | NA | Control |
| CLEVELAND, B., WILLIAM | I | FOUNDER, PARTNER | NA | Control |
| CLEVELAND, B., WILLIAM | I | FOUNDER, PARTNER | NA | Control |
| CLEVELAND, B., WILLIAM | I | PRESIDENT (OF CORP OWNER) | NA | Control |
| CLEVELAND, B., WILLIAM | I | PRESIDENT (OF CORP OWNER) | NA | Control |
| CLEVELAND, B., WILLIAM | I | FOUNDER, PARTNER | NA | Control |
| CLEVELAND, B., WILLIAM | I | PRESIDENT (OF CORP OWNER) | NA | Control |
| CLEVELAND, B., WILLIAM | I | FOUNDER, PARTNER | NA | Control |
| CLEVELAND, B., WILLIAM | I | PRESIDENT (OF CORP OWNER) | NA | Control |
| CLEVELAND, B., WILLIAM | I | FOUNDER, PARTNER | NA | Control |
| CLEVELAND, B., WILLIAM | I | FOUNDER, PARTNER | NA | Control |
| CLEVELAND, B., WILLIAM | I | FOUNDER, PARTNER | NA | Control |
| CLEVELAND, B., WILLIAM | I | FOUNDER, PARTNER | NA | Control |
| CLEVELAND, B., WILLIAM | I | PARTNER, FOUNDER | NA | Control |
| CLEVELAND, B., WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, B., WILLIAM | I | PARTNER, FOUNDER | NA | Control |
| CLEVELAND, B., WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, B., WILLIAM | I | PARTNER, FOUNDER | NA | Control |
| CLEVELAND, B., WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, B., WILLIAM | I | PARTNER, FOUNDER | NA | Control |
| CLEVELAND, B., WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, B., WILLIAM | I | PARTNER, FOUNDER | NA | Control |
| CLEVELAND, B., WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER, FOUNDER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER, FOUNDER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER/FOUNDER/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER/FOUNDER/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER/FOUNDER/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER, FOUNDER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER/FOUNDER/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER/FOUNDER/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER/FOUNDER/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER/FOUNDER/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER/FOUNDER/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER/FOUNDER/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER/FOUNDER/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER/FOUNDER/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER/FOUNDER/CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND, BROADUS, WILLIAM | I | PARTNER/FOUNDER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HANSON, BO, BARRET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANSON, BO, BARRET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANSON, BO, BARRET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANSON, BO, BARRET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANSON, BO, BARRET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANSON, BO, BARRET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANSON, BO, BARRET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANSON, BO, BARRET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANSON, BO, BARRET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANSON, BO, BARRET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANSON, BO, BARRET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, JOHN, BRIAN | I | SHAREHOLDER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, JOHN, BRIAN | I | PRESIDENT (OF CORP OWNER) AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, JOHN, BRIAN | I | PRESIDENT (OF CORP OWNER) AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, JOHN, BRIAN | I | PRESIDENT (OF CORP OWNER) AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, JOHN, BRIAN | I | PRESIDENT (OF CORP OWNER) AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, JOHN, BRIAN | I | PRESIDENT (OF CORP OWNER) AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, JOHN, BRIAN | I | PRESIDENT (OF CORP OWNER) AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, JOHN, BRIAN | I | FOUNDER, PARTNER | NA | Control |
| PRESTON, JOHN, BRIAN | I | FOUNDER, PARTNER | NA | Control |
| PRESTON, JOHN, BRIAN | I | FOUNDER, PARTNER | NA | Control |
| PRESTON, JOHN, BRIAN | I | FOUNDER, PARTNER | NA | Control |
| PRESTON, JOHN, BRIAN | I | PRESIDENT (OF CORP OWNER) AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, JOHN, BRIAN | I | PRESIDENT (OF CORP OWNER) AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, JOHN, BRIAN | I | FOUNDER, PARTNER | NA | Control |
| PRESTON, JOHN, BRIAN | I | PRESIDENT (OF CORP OWNER) AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, JOHN, BRIAN | I | FOUNDER, PARTNER | NA | Control |
| PRESTON, JOHN, BRIAN | I | PRESIDENT (OF CORP OWNER) | NA | Control |
| PRESTON, JOHN, BRIAN | I | FOUNDER, PARTNER | NA | Control |
| PRESTON, JOHN, BRIAN | I | FOUNDER, PARTNER | NA | Control |
| PRESTON, JOHN, BRIAN | I | FOUNDER, PARTNER | NA | Control |
| QUAMME, CLAYTON, ROLF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QUAMME, CLAYTON, ROLF | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | E | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | OWNER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| CLEVELAND WEALTH ADVISORS, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | OWNER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON FINANCIAL, INC. | DE | MEMBER | D | Control |
| PRESTON, JOHN, BRIAN | I | FOUNDER, PARTNER | D | Control |
| PRESTON, JOHN, BRIAN | I | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, B., WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| CLEVELAND, BROADUS, WILLIAM | I | CLEVELAND WEALTH ADVISORS, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
| PRESTON, JOHN, BRIAN | I | PRESTON FINANCIAL, INC. | E | Control |
Registrations
Federal
IA
Apr 3, 2023 REGISTERED
Notice Filings (9)
CA DE GA LA MD NE SC TN TX
Address
3740 EXECUTIVE CENTER DRIVEAUGUSTA, GA 30907
United States
Phone: 706-855-0170