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| Calamita Wealth Management Inc
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|---|---|
| CRD # | 153316 |
| SEC # | 801-128939 |
| CIK # | |
| AUM | 138.2 M (2026-02-19) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 704-276-7325 |
| Address | 6135 Park South Drive Charlotte, NC 28210 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 31.6 |
| (b) Individuals (high net worth individuals) | 41 | 100.5 |
| (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 | 6.0 |
| (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 | 391 | 138.2 |
| By Discretionary | ||
| Discretionary | 390 | 132.1 |
| Non-Discretionary | 1 | 6.0 |
| Total | 391 | 138.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.2 | |
| Total | 391 | 138.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Blair Hall Advisors LLC
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|
138.8 M | |
|
Saratoga Capital Management LLC
✚
|
AZ | 138.8 M |
|
Wynwood Capital LLC
✚
|
138.7 M | |
|
Investment & Retirement Advisors LLC
✚
|
TN | 138.6 M |
|
Paragon Investing LLC
✚
|
138.2 M | |
|
Landolt Securities Inc
✚
|
IL | 137.8 M |
|
Ashbay Capital LLC
✚
|
NY | 137.7 M |
|
FIEN Capital Management LLC
✚
|
NY | 137.7 M |
|
Korving & Company LLC
✚
|
VA | 137.5 M |
|
Golden Wealth Management LLC
✚
|
PA | 137.5 M |