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Calamita Wealth Management Inc.

● SEC registered since 2023CRD 153316SEC# 801-128939Charlotte, NC
Export (members)
Reg. AUM
$124.5M
Employees
4
Accounts
371
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 $124.5 million in regulatory assets under management and employs 4 people.
www.instagram.com/calamita_wealth_managementView on SEC.gov ↗

Calamita Wealth Management Inc. owners & executives

1 reported
NameTitleOwnershipSince
Todd Douglas Calamita ControlPresident And Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Calamita Wealth Management Inc. manage?

Calamita Wealth Management Inc. reports $124.5 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

Address6135 Park South Drive, Suite 510, Charlotte, NC 28210
Phone704-276-7325
Office hours8:30a.m.-4:30p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$119.3M
Non-discretionary$5.2M
Total (RAUM)$124.5M