Investment adviser · CRD 153316
CALAMITA WEALTH MANAGEMENT
Investment adviser filing (IA)
CALAMITA WEALTH MANAGEMENT INC.
CHARLOTTE, NC, United States · Form ADV filed Jul 20, 2026
- Regulatory AUM
- $138M Form ADV · Item 5.F
- Client accounts
- 391 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 41 | $100,496,260 | 72.7% |
| Individuals | 68 | $31,649,581 | 22.9% |
| Retirement plans | Fewer than 5 | $6,008,946 | 4.3% |
Filing source
Form ADV 2120809 · Jul 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
6135 PARK SOUTH DRIVE, SUITE 510CHARLOTTE, NC, 28210, United States
CRD 153316
Filing source
Form ADV 2120809 · Jul 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.