Calamita Wealth Management

RIASEC RegisteredEst. 2023

Total AUM

$138M

Discretionary

$132M

96% of AUM

Avg account

$353K

Accounts

391

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 153316
Registered since: October 23, 2023
Website: www.calamitawealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.74%
Individuals22.91%
Pension & Profit Sharing Plans4.35%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Calamita Wealth Management is an independent registered investment adviser organized as a corporation and registered with the SEC in 2023. Ownership is listed as individual ownership. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines percentage-of-AUM charges with fixed fees. The firm is not identified as a capital allocator and does not flag itself as an active ESG investor.