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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CALVERT WEALTH MANAGEMENT, INC.

CRD 115639

DUNKIRK, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:be3d338d-a1a9-b70d-bf67-eab3a34f2fea

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Mar 22, 2012 to Mar 16, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $190MItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $190M
Private client RAUM: $190MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $63.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 756
Individual clients: 304
High net worth clients: 56
Custody, client assets: $19.3M
SEC number: 801-118382
CRD: 115639
Filings on the tape: 26
First filed: Mar 22, 2012
Latest filed: Mar 16, 2026
Organised: Corporation, MD
Website: calvertwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Nicholas Thomas Boyd	n/a	DUNKIRK, MD	7	13	n/a	yes
JOHN THOMAS STONE	n/a	DUNKIRK, MD	3	18	1	yes
KELLY COLLEEN SHEAHAN	n/a	DUNKIRK, MD	1	14	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SHEAHAN, KELLY, COLLEEN	CO-PRESIDENT, CHIEF COMPLIANCE OFFICER	D	yes	01/2020	Mar 31, 2014	Dec 2, 2024
STONE, JOHN, THOMAS	CO-PRESIDENT	D	yes	01/2020	Mar 24, 2015	Dec 2, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Annapolis	Md	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$190M	$190M	4	3	1	n/a	n/a
2024	Mar 19, 2025	$168M	$168M	4	3	1	n/a	n/a
2023	Mar 25, 2024	$138M	$138M	4	3	1	n/a	n/a
2022	Mar 15, 2023	$127M	$127M	4	3	1	n/a	n/a
2021	Mar 23, 2022	$138M	$138M	4	3	1	n/a	n/a
2020	Mar 24, 2021	$127M	$127M	4	3	1	n/a	n/a
2014	Mar 24, 2015	$88.6M	$68.0M	4	2	n/a	n/a	n/a
2013	Mar 31, 2014	$112M	$112M	3	3	n/a	n/a	n/a
2012	Mar 1, 2013	$108M	$93.9M	3	3	n/a	n/a	n/a
2011	Mar 22, 2012	$98.6M	$91.2M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$190M	$168M	13.1%	$127M	14.4%	4	4	1	1

Relationships

Registered with (4)

← KELLY COLLEEN SHEAHANAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← JOHN THOMAS STONEAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← Nicholas Thomas BoydAdvisorregistration: current employment
Nov 8, 2018 to presentfactForm ADV
← MICHAEL ALAN COXAdvisorregistration: previous registration
Jan 22, 2009 to Aug 27, 2014factForm ADV

Controls (2)

← STONE, JOHN, THOMASOwnerCO-PRESIDENT, ownership code D, individual
Mar 24, 2015 to Dec 2, 2024factForm ADV
← SHEAHAN, KELLY, COLLEENOwnerCO-PRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 31, 2014 to Dec 2, 2024factForm ADV

Dated events

Occurred
Mar 5, 2020
First Form ADV filing
Calvert Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago
Occurred
Mar 5, 2020
Control person joined
Colleen Kelly Sheahan (Co-President, Chief Compliance Officer) appeared on Schedule A of Calvert Wealth Management, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 5, 2020
Control person left
Emmett Bradley Sheahan (President, Chief Executive Officer & Chief Compliance Officer) no longer on Schedule A of Calvert Wealth Management, Inc. (listed 2015-09-11, absent 2020-03-05)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:be3d338d-a1a9-b70d-bf67-eab3a34f2fea
First observed: Mar 22, 2012
Last observed: Mar 16, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CALVERT WEALTH MANAGEMENT, INC.

CRD 115639

DUNKIRK, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:be3d338d-a1a9-b70d-bf67-eab3a34f2fea

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:55 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Nicholas Thomas Boyd

n/a

DUNKIRK, MD

n/a

yes

JOHN THOMAS STONE

n/a

DUNKIRK, MD

yes

KELLY COLLEEN SHEAHAN

n/a

DUNKIRK, MD

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SHEAHAN, KELLY, COLLEEN

CO-PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

01/2020

Mar 31, 2014

Dec 2, 2024

STONE, JOHN, THOMAS

CO-PRESIDENT

yes

01/2020

Mar 24, 2015

Dec 2, 2024

City

State

Country

Employees

Also broker-dealer

Annapolis

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$190M

n/a

2024

Mar 19, 2025

$168M

n/a

2023

Mar 25, 2024

$138M

n/a

2022

Mar 15, 2023

$127M

n/a

2021

Mar 23, 2022

$138M

n/a

2020

Mar 24, 2021

$127M

n/a

2014

Mar 24, 2015

$88.6M

$68.0M

n/a

2013

Mar 31, 2014

$112M

n/a

2012

Mar 1, 2013

$108M

$93.9M

n/a

2011

Mar 22, 2012

$98.6M

$91.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$190M

$168M

13.1%

$127M

14.4%