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| Happy Holidays!! thanks for using AUM13F!! |
| Calamos Wealth Management LLC
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| CRD # | 143490 |
| SEC # | 801-67787 |
| CIK # | 0001455258 |
| AUM | $4.1 B (2025-03-27) |
| Employees | 45 (80% Investors, 44% Brokers) |
| Phone | 630-245-7200 |
| Address | 2020 Calamos Court Naperville, IL 60563-2787 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Netflix Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 852 | 0.3 |
| (b) Individuals (high net worth individuals) | 2,383 | 3.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 83 | 0.1 |
| (h) Charitable organizations | 41 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 73 | 0.2 |
| (n) Other | 2 | 0.0 |
| Total | 3,434 | 4.1 |
| By Discretionary | ||
| Discretionary | 3,431 | 3.7 |
| Non-Discretionary | 3 | 0.4 |
| Total | 3,434 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 3,434 | 4.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001455258] | |
| SC 13G | [0001455258] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Calamos Wealth Management LLC | Calamos Aksia Private Equity & Alternatives Fund | [2025-08-05] |
| Calamos Wealth Management LLC | Calamos Aksia Alternative Credit & Income Fund | [2024-08-06] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Calamos Advisors LLC
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|
IL | 38.2 |
|
Calamos Wealth Management LLC
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|
IL | 4.1 |
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|---|---|---|
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Destination Wealth Management
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CA | 4.1 |
|
Pacific Financial Group Inc
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TN | 4.1 |
|
W H Reaves & Co Inc
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NJ | 4.1 |
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Financial Advocates Investment Management
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WA | 4.1 |
|
Mozaic LLC
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CA | 4.1 |
|
van Berkom and Associates Inc
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4.1 | |
|
Ashton Thomas Private Wealth LLC
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AZ | 4.1 |
|
Texas Yale Capital Corp
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|
FL | 4.0 |
|
Larson Financial Group LLC
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|
MO | 4.0 |
|
Bridgeway Capital Management LLC
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|
TX | 4.0 |