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CALAMITA WEALTH MANAGEMENT
CALAMITA WEALTH MANAGEMENT INC.
CRD 153316 · SEC 801-128939
6135 PARK SOUTH DRIVE, SUITE 510, CHARLOTTE, NC, 28210, United States
Phone
704-276-7325
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.2M
Discretionary AUM
$132.1M
Team
4 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $31.6M |
| High net worth individuals | 41 | $100.5M |
| Pension/profit sharing plans | 1 | $6.0M |
States served
NC, OH, TX
All web addresses on file
- https://www.instagram.com/calamita_wealth_management/
- https://www.youtube.com/@calamitawealthmanagement
- https://the-secure-retirement-blueprint.com/
- https://the-wf-retirement-blueprint.com/
- https://www.linkedin.com/in/britton-williams
- HTTPS://WWW.CALAMITAWEALTH.COM
- https://calamitaretirementreadiness.scoreapp.com/
- https://www.linkedin.com/in/toddcalamita/
- https://x.com/toddcalamita
- https://www.facebook.com/calamitawealth
Official SEC filing: View on IAPD