Calamita Wealth Management Inc.
● SEC registered since 2023CRD 153316SEC# 801-128939Charlotte, NC
Reg. AUM
$138.2M
Employees
4
Accounts
391
Location
Charlotte, NC
Calamita Wealth Management Inc. assets under management
Calamita Wealth Management Inc. is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2023. It reports $138.2 million in regulatory assets under management and employs 4 people.
Calamita Wealth Management Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Todd Douglas Calamita Control | President And Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Calamita Wealth Management Inc. manage?
Calamita Wealth Management Inc. reports $138.2 million in regulatory assets under management on its Form ADV.
How many employees does Calamita Wealth Management Inc. have?
Calamita Wealth Management Inc. reports 4 employees.
Where is Calamita Wealth Management Inc. located?
Calamita Wealth Management Inc. is based in Charlotte, NC and has been SEC-registered since 2023.
Does Calamita Wealth Management Inc. disclose fund performance?
Calamita Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6135 Park South Drive, Suite 510, Charlotte, NC 28210 |
| Phone | 704-276-7325 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$138.2M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$138.2Mregulatory AUM
Discretionary $132.1MNon-discretionary $6M