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| Calamos Wealth Management LLC
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|---|---|
| CRD # | 143490 |
| SEC # | 801-67787 |
| CIK # | 0001455258 |
| AUM | $3.3 BB (2024-03-22) |
| Employees | 41 (80% Investors, 44% Brokers) |
| Phone | 630-245-7200 |
| Address | 2020 Calamos Court Naperville, IL 60563-2787 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
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