CALVARY WEALTH, LLC
  • CALVARY WEALTH, LLC
  • PRESTON & CLEVELAND WEALTH MANAGEMENT, LLC
  • CLEVELAND WEALTH MANAGEMENT

Adviser Profile

As of Date 08/13/2023
Registration status Terminated
ADV Location AUGUSTA, GA, United States
Contact Info 706 xxxxxxx
Websites
AUM* 138,466,304
of that, discretionary 138,466,304
Number of Employees 2 -33%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 355,042
% High Net Worth 67.05%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

154M 132M 110M 88M 66M 44M 22M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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