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CALAMOS WEALTH MANAGEMENT LLC
CRD 143490 · SEC 801-67787
2020 CALAMOS COURT, NAPERVILLE, IL, 60563-2787, United States
Phone
630.245.7200
Fax
630.245.6339
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.48B
Discretionary AUM
$4.89B
Team
51 total employees; 39 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersASSET ALLOCATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 931 | $346.9M |
| High net worth individuals | 3141 | $4.50B |
| Pension/profit sharing plans | 87 | $71.5M |
| Charitable organizations | 42 | $244.1M |
| Corporations/business entities | 91 | $315.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD