Calamita Wealth Management
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 153316
- Registered since
- October 23, 2023
- Website
- www.calamitawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.74%
- Individuals22.91%
- Pension & Profit Sharing Plans4.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Calamita Wealth Management is an independent registered investment adviser that began SEC registration in 2023 and is owned by an individual principal. The firm serves both individuals and families as well as institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting among its advisory services. Its fee model combines a percentage-of-assets-under-management component with fixed fees. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities6%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Todd Calamita
President, CCOCRD 3204341
Britton Williams
Wealth ManagerCRD 5869494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 6135 Park South Dr
- Time zone
- ET (UTC-5)
- Office locations
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