CALAMOS WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2007
Total AUM
$5.5B
Discretionary
$4.9B
89% of AUM
Avg account
$1.3M
Accounts
4,308
Employees
51
Advisory reps
45

Firm details

Headquarters
NAPERVILLE, Illinois
CRD number
143490
Registered since
April 25, 2007
Website
wm.calamos.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI82.12%
  • Individuals6.34%
  • Corporations / Businesses5.77%
  • Charitable Organizations4.46%
  • Pension & Profit Sharing Plans1.31%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Calamos Wealth Management LLC is an independent, SEC‑registered RIA formed in 2007 and organized as an LLC. The firm operates as a capital allocator to both individual/family and institutional clients, charging percentage‑of‑AUM and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. The firm identifies as an active ESG investor and maintains industry roles beyond advice — including relationships with a broker‑dealer, connections to other investment advisers, activity as a CPO/CTA, and sponsorship or GP/manager roles in pooled investment vehicles. Calamos Wealth Management LLC was named among Forbes’ Top RIA Firms in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 48%, Exchange Traded Equities 40%, Cash & Cash Equivalents 4%, US Government Bonds 3%, Investment Grade Corp Bonds 3%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities40%
  • Cash & Cash Equivalents4%
  • US Government Bonds3%
  • Investment Grade Corp Bonds3%

Owners & executives

3 of 9

  • JON ADAMS

    Senior Vice President & Chief Investment OfficerCRD 7523448

  • Walter Kelly

    Managing Director, Chief Compliance OfficerCRD 4729454

  • MICHAEL KASSAB

    Chief Market StrategistCRD 4587937

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Contacts

3 of 36

  • Joseph Cusick

    Assistant Vice President, Portfolio SpecialistCRD 4466006

  • Gabriel Niembro Garcia

    Wealth AdvisorCRD 8233144

  • Sydney Lukatsevich

    Financial Planning SpecialistCRD 6798136

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 148

Active vs passive

$1.1B in ETFs

Passive

80%

$849M

Active

13%

$216M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$169M258,93115.88%
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Location

Primary office

NAPERVILLE, IL

DU PAGE

Location

NAPERVILLE, IL

Headquartered in NAPERVILLE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
2020 Calamos Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth