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| Calamos Wealth Management LLC
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| CRD # | 143490 |
| SEC # | 801-67787 |
| CIK # | 0001455258 |
| AUM | 5,475.1 M (2026-04-30) |
| Employees | 51 (76% Investors, 41% Brokers) |
| Phone | 630-245-7200 |
| Address | 2020 Calamos Court Naperville, IL 60563-2787 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Johnson & Johnson | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Visa Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 931 | 0.3 |
| (b) Individuals (high net worth individuals) | 3,141 | 4.5 |
| (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 | 87 | 0.1 |
| (h) Charitable organizations | 42 | 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 | 91 | 0.3 |
| (n) Other | 16 | 0.0 |
| Total | 4,308 | 5.5 |
| By Discretionary | ||
| Discretionary | 4,305 | 4.9 |
| Non-Discretionary | 3 | 0.6 |
| Total | 4,308 | 5.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.5 | |
| Total | 4,308 | 5.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001455258] | |
| SC 13G | [0001455258] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Serves | Institutional, Retail |
| LEI | 549300UIPYGN68RMCA51 |
| Related Firms | State | AUM |
|---|---|---|
|
Calamos Advisors LLC
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|
IL | 43.89 B |
|
Calamos Wealth Management LLC
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|
IL | 5,475.1 M |
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|---|---|---|
|
Geneva Capital Management LLC
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|
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|
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|
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|
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|
71 West Capital Partners LLC
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|
Crescent Grove Advisors LLC
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|
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|
Larson Financial Group LLC
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|
MO | 5,481.8 M |
|
TCI Wealth Advisors Inc
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|
AZ | 5,368.1 M |
|
Frost Investment Advisors LLC
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|
TX | 5,361.5 M |
|
David Vaughan Investments LLC
✚
|
IL | 5,331.4 M |