Calamos Wealth Management LLC
● SEC registered since 2007CRD 143490SEC# 801-67787Naperville, IL
Reg. AUM
$5.48B
Employees
51
Accounts
4,308
Location
Naperville, IL
Calamos Wealth Management LLC assets under management
Calamos Wealth Management LLC operates as an SEC-registered investment adviser based in Naperville, IL. The firm has been registered since 2007. It reports $5.5 billion in regulatory assets under management and employs 51 people.
Calamos Wealth Management LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Calamos Investments LLC Control | Sole Member/Manager | Over 75% | 2004 |
| Daniel Leo Dufresne Control | Evp, Chief Operating Officer | Under 5% | 2021 |
| Erik Donald Ojala Control | Svp, General Counsel & Secretary | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Calamos Wealth Management LLC manage?
Calamos Wealth Management LLC reports $5.5 billion in regulatory assets under management on its Form ADV.
How many employees does Calamos Wealth Management LLC have?
Calamos Wealth Management LLC reports 51 employees.
Where is Calamos Wealth Management LLC located?
Calamos Wealth Management LLC is based in Naperville, IL and has been SEC-registered since 2007.
Does Calamos Wealth Management LLC disclose fund performance?
Calamos Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2020 Calamos Court, Naperville, IL 60563-2787 |
| Phone | 630.245.7200 |
| Fax | 630.245.6339 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1455258 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.48B▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$5.48Bregulatory AUM
Discretionary $4.89BNon-discretionary $582.5M