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Building 2CALAMITA WEALTH MANAGEMENT

Map pinCHARLOTTE, NC
Phone704-276-7325
NotebookSEC #801-128939
Total AUM
$138.2M
Employees
4
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6135 PARK SOUTH DRIVE
SUITE 510
CHARLOTTE
NC 28210
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
704-276-7325

ReceiptFinancials

Total AUM
$138.2M
Accounts
391
Discretionary
$132.1M
Accounts
390
Non-Discretionary
$6M
Accounts
1

ContactClients

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Individual Clients
68
AUM
$31.6M
HNW Individual Clients
41
AUM
$100.5M
Pension/Profit Sharing Plan Clients
1
AUM
$6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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