Overview
Assets Under Management: $138 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 41
Average Client Assets: $2 million
Frequently Asked Questions
CALAMITA WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153316), CALAMITA WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CALAMITA WEALTH MANAGEMENT is headquartered in CHARLOTTE, NC.
CALAMITA WEALTH MANAGEMENT serves 41 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, CALAMITA WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CALAMITA WEALTH MANAGEMENT manages $138 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, CALAMITA WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.74
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 391
Discretionary Accounts: 390
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 153316
Filing ID: 2057268
Last Filing Date: 2026-02-19 17:22:19