Calamos Wealth Management LLC
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
FINTRXOverview
Calamos Wealth Management LLC is an independent registered investment adviser that acts as a capital allocator for both individual and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. It also holds several industry roles beyond advisory work — including broker-dealer relationships, activity as another investment adviser, CPO/CTA involvement, and participation as sponsor or GP/managing member of pooled investment vehicles. Calamos identifies as an active ESG investor and uses a fee model that combines percentage-of-AUM and fixed fees. The firm was SEC-registered in 2007 and received recognition as a Top RIA from Forbes in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Contacts
3 of 38
Joseph Cusick
Assistant Vice President, Portfolio SpecialistCRD 4466006
Gabriel Niembro Garcia
Wealth AdvisorCRD 8233144
Sydney Lukatsevich
Financial Planning SpecialistCRD 6798136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 163Active vs passive
$1.3B in ETFs
78%
$979M
13%
$273M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $191M | 254,836 | 15.25% |
Location
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
Similar firms
Lantz Financial LLC
RIANaperville, IL
Ptma Investment Advisors
RIANaperville, IL
Stenger Family Office, LLC
RIANaperville, IL
Calamos Advisors LLC
RIANaperville, IL
Dhjj Financial Advisors
RIANaperville, IL
RAI Wealth
RIANaperville, IL