Calamos Wealth Management LLC

RIASEC Registered

Total AUM

$5.5B

Discretionary

$4.9B

89% of AUM

Avg account

$1.3M

Accounts

4,308

Employees

Advisory reps

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 registered investment adviser that has been SEC-registered since 2007. The firm serves both individual and family clients as well as institutional investors, operating as a capital allocator that can select outside managers and sponsor or manage pooled vehicles. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements combine percentage-of-AUM and fixed-fee models. The firm identifies as an active ESG investor and maintains industry affiliations that include broker-dealer relationships, other investment-adviser roles, CPO/CTA activities, and positions as sponsor/GP or managing member of pooled investment vehicles. Calamos Wealth Management was listed among Forbes’ Top RIA Firms in 2024.