# CALVERT WEALTH MANAGEMENT, INC.

CALVERT WEALTH MANAGEMENT, INC. of DUNKIRK, MD is an SEC-registered investment adviser.

## Registration

- CRD: 115639
- Type: SEC-registered investment adviser
- SEC file number: 801-118382
- Location: 3175 WEST WARD ROAD, SUITE 120, DUNKIRK, MD, 20754
- Phone: 301-812-1550
- Latest filing: 2026-03-16
- Regulatory AUM: $189.6M
- Discretionary AUM: $189.6M
- Clients: 4
- Accounts: 756

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| John Thomas Stone | CO-PRESIDENT | — |
| Kelly Colleen Sheahan | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| COX MICHAEL ALAN | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| SHEAHAN BRADLEY EMMETT | CHIEF EXECUTIVE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER; PRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| STONE JOHN THOMAS | CO-PRESIDENT; VICE PRESIDENT OF PORTFOLIO MANAGEMENT | — |
| SHEAHAN KELLY COLLEEN | CHIEF COMPLIANCE OFFICER; CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115639/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115639/similar
- Related entities: https://search.stillhousedata.com/firm/115639/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115639

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.