Calamos Wealth Management LLC

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Assets, Funds, Holdings

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Calamos Wealth Management LLC
CRD #143490
SEC #801-67787
CIK #0001455258
AUM $3.3 BB (2024-03-22)
Employees 41 (80% Investors, 44% Brokers)
Phone630-245-7200
Address2020 Calamos Court
Naperville, IL 60563-2787
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
4.03.22.41.60.80.02007201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 140.4
NVDA 399,550.0 94.6
MSFT 1,918,222.4 91.6
GOOGL 1,475,138.5 64.4
AMZN 1,092,997.8 55.5
LLY 301,789.7 28.8
AVGO 201,282.9 25.8
UNH 477,004.0 22.3
HD 277,648.0 21.5
NFLX 79,791.6 20.3
View All
Holdings by Sector ($MM)
19001520114076038002013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 710 0.2
(b) Individuals (high net worth individuals) 2,134 2.7
(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 82 0.1
(h) Charitable organizations 41 0.2
(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 54 0.2
(n) Other 0 0.0
Total 3,021 3.3
By Discretionary
Discretionary 3,018 3.1
Non-Discretionary 3 0.2
Total 3,021 3.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.3
Total 3,021 3.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001455258]
SC 13G [0001455258]
Form 13D/13G Filer Form 13D/13G Subject Filed
Calamos Wealth Management LLC Calamos Aksia Alternative Credit & Income Fund [2024-08-06]
Related Firms State AUM ($BB)
Calamos Advisors LLC
IL 33.7
Calamos Wealth Management LLC
IL 3.3
Comparable Firms State AUM ($BB)
Cambiar Investors LLC
CO 3.4
Azimuth Capital Investment Management LLC
MI 3.4
Systematic Financial Management LP
NJ 3.4
Accredited Investors Inc
MN 3.4
Botty Investors LLC
FL 3.3
Schechter Investment Advisors LLC
MI 3.3
Aristotle Capital Boston LLC
MA 3.3
Sowell Financial Services LLC
AR 3.3
Verdence Capital Advisors LLC
MD 3.3
American Capital Management Inc
NY 3.3
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