# Calvert Wealth Management

Calvert Wealth Management is a Bank / Wealth / Trust based in Dunkirk, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dunkirk, United States
- **Region:** North America
- **Address:** Dunkirk, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** calvertwealth.com
- **LinkedIn:** https://www.linkedin.com/company/calvert-social-investment-foundation-inc

## Regulatory record

- **CRD number:** 115639
- **SEC file number:** 801-118382
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115639

## About

Calvert Wealth Management was established in 1998. It operates as a US-based registered investment advisor. The firm delivers investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. Asset classes and deployment structures remain undisclosed in public records. No additional offices or team size data appear in available sources. No operational events from the last 24 months are recorded. The firm maintains a standard RIA structure with no disclosed hybrid vehicles or succession details.

## Questions

### Who runs investment decisions at Calvert Wealth Management?

No named principals or CIO appear in public records.

### What investment stages does Calvert Wealth Management typically target?

The firm provides ongoing investment management and financial planning without disclosed stage focus.

### Does Calvert Wealth Management participate in fund commitments or only direct deals?

No information on fund commitments or direct deal activity is available.

## Related profiles

- [Calvert Street Capital Partners](https://altss.com/profile/calvert-street-capital-partners)
- [Calyx Capital Partners](https://altss.com/profile/calyx-capital-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/calvert-wealth-management

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