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Calamita Wealth Management Inc
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CRD # | 153316 |
SEC # | 801-128939 |
CIK # | |
AUM | $109.1 MM (2024-05-01) |
Employees | 5 (40% Investors, 0% Brokers) |
Phone | 704-276-7325 |
Address | 6135 Park South Drive Charlotte, NC 28210 |
Source | [IAPD] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 70 | 27.6 |
(b) Individuals (high net worth individuals) | 39 | 76.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1 | 5.1 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 110 | 109.1 |
By Discretionary | ||
Discretionary | 109 | 104.0 |
Non-Discretionary | 1 | 5.1 |
Total | 110 | 109.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 109.1 | |
Total | 110 | 109.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
PMG Family Office LLC
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TX | 0.1 |
Kurtin Financial Advisers LLC
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|
TX | 0.1 |
Boyd Financial Strategies Inc
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|
MA | 0.1 |
Build Asset Management LLC
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|
MO | 0.1 |
Counsel Fiduciary LLC
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|
NY | 0.1 |
Media Wealth LLC
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|
CA | 0.1 |
Driven Investments LLC
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|
UT | 0.1 |
IFB Wealth Management LLC
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|
FL | 0.1 |
Blueprint Wealth Management LLC
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|
FL | 0.1 |
JDT Inc
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|
KY | 0.1 |