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Building 2CALAMOS WEALTH MANAGEMENT LLC

Map pinNAPERVILLE, IL
Phone630.245.7200
NotebookSEC #801-67787
Total AUM
$5.5B
Employees
51
Clients
4,308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2020 CALAMOS COURT
NAPERVILLE
IL 60563-2787
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
630.245.7200
Other Offices
6

ReceiptFinancials

Total AUM
$5.5B
Accounts
4,308
Discretionary
$4.9B
Accounts
4,305
Non-Discretionary
$582.5M
Accounts
3

ContactClients

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Individual Clients
931
AUM
$346.9M
HNW Individual Clients
3,141
AUM
$4.5B
Pension/Profit Sharing Plan Clients
87
AUM
$71.5M
Charitable Organization Clients
42
AUM
$244.1M
Corporation or Business Clients
91
AUM
$315.8M
Other Clients
16
AUM
$853.8K
Description of Other Clients
HSA ACCOUNTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET ALLOCATION SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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