CALAMITA WEALTH MANAGEMENT

Overview

Calamita Wealth Management is an independent registered investment adviser operating as a corporation and registered with the SEC in 2023. The firm serves individuals, families and some institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its business model combines percentage-of-AUM fees with fixed-fee engagements, and it operates primarily as a discretionary manager for the bulk of client relationships. Investment activity is concentrated in pooled public vehicles rather than in-house proprietary strategies. The firm’s stated allocation preference is heavily toward public funds and mutual funds, which it uses as the main building blocks for client portfolios. That approach suggests a focus on asset allocation, diversification and manager selection through third‑party fund wrappers rather than direct stock selection or a laddered alternatives program.

Assets & Accounts

Investments & Alternatives

Location & Offices