Calamita Wealth Management Inc

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Assets, Funds, Holdings

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Calamita Wealth Management Inc
CRD #153316
SEC #801-128939
CIK #
AUM $109.1 MM (2024-05-01)
Employees 5 (40% Investors, 0% Brokers)
Phone704-276-7325
Address6135 Park South Drive
Charlotte, NC 28210
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
1108866442202009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 70 27.6
(b) Individuals (high net worth individuals) 39 76.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 5.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 110 109.1
By Discretionary
Discretionary 109 104.0
Non-Discretionary 1 5.1
Total 110 109.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 109.1
Total 110 109.1
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