Calvert Wealth Management

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

3175 W Ward Rd Ste 120, Dunkirk, Marylan...

Phone Number

(301) 812-1550

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
1
1
1
1

About Calvert Wealth Management

Calvert Wealth Management, Inc. offers a range of financial services including investment management, financial planning, wealth management, and financial consulting tailored for individuals and small businesses. The company focuses on helping clients achieve their financial goals through a team-centered approach, ensuring that all team members are familiar with each client's unique situation. With a commitment to excellence and quality, they provide expertise in navigating the complexities of finance, tax, and estate law. Their services are designed for individuals who have reached a certain level of success and seek to manage and enjoy their accumulated wealth.Explore more
Calvert Wealth Management's Social MediaPopular SearchesCalvert Wealth Management IncCalbert Technical Services LLCWealth Management IncCalvert Financial AdvisoryCalvert Financial SvcSIC Code 62,628NAICS Code 52,523Show more

Calvert Wealth Management Org Chart

PhoneEmail
KS
United States flag for contact location.

Co President

PhoneEmail
JS
United States flag for contact location.

President

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Calvert Wealth Management

<$5M
1-10
Private
-
1998
KS
Kelly SheahanCo President
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Calvert Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Calvert Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Calvert Wealth Management.

Calvert Wealth Management Tech Stack

A closer look at the technologies used by Calvert Wealth Management

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Frequently Asked Questions Regarding Calvert Wealth Management

What is Calvert Wealth Management's official website?
Calvert Wealth Management's official website is www.calvertwealth.com
What is Calvert Wealth Management's Revenue?
Calvert Wealth Management's revenue is <$5 Million
What is Calvert Wealth Management's SIC code?
Calvert Wealth Management's SIC: 62,628
What is Calvert Wealth Management's NAICS code?
Calvert Wealth Management's NAICS: 52,523
How many employees does Calvert Wealth Management have?
Calvert Wealth Management has 1-10 employees
What industry does Calvert Wealth Management belong to?
Calvert Wealth Management is in the industry of: Finance, Securities Trading
What is Calvert Wealth Management competition?
Calvert Wealth Management top competitors include: Anchor Wealth Management Group, Fulcrum Wealth Advisors, Wealth Advisory Services, Pillar Wealth Management
What technology does Calvert Wealth Management use?
Some of the popular technologies that Calvert Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Smarsh, Google Font API
How do I contact Calvert Wealth Management?
Calvert Wealth Management contact info: Phone number: (301) 812-1550 Website: www.calvertwealth.com
What does Calvert Wealth Management do?

Calvert Wealth Management, Inc. offers a range of financial services including investment management, financial planning, wealth management, and financial consulting tailored for individuals and small businesses. The company focuses on helping clients achieve their financial goals through a team-centered approach, ensuring that all team members are... familiar with each client's unique situation. With a commitment to excellence and quality, they provide expertise in navigating the complexities of finance, tax, and estate law. Their services are designed for individuals who have reached a certain level of success and seek to manage and enjoy their accumulated wealth.Read More

What are Calvert Wealth Management social media links?
Calvert Wealth Management Linkedin page
Is Calvert Wealth Management a public company?
Calvert Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Calvert Wealth Management

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