CALAMOS WEALTH MANAGEMENT LLC
CRD #143490 SEC #801-67787 NAPERVILLE, IL 630.245.7200
SEC Registered
Total AUM
$4.1B
Discretionary
$3.7B
Employees
45
Clients
251
Accounts
3,434
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.1B | $3.7B | $393.8M | 45 | 0 |
| Mar 2024 | $3.3B | $3.1B | $216.2M | 41 | 0 |
| Aug 2023 | $3.1B | $2.9B | $147.5M | 35 | 0 |
| Mar 2023 | $3.1B | $2.9B | $147.5M | 35 | 0 |
| Nov 2022 | $3.4B | $3.3B | $139.5M | 30 | 0 |
| Mar 2022 | $3.4B | $3.3B | $139.5M | 30 | 0 |
| Sep 2021 | $2.6B | $2.5B | $105.7M | 31 | 0 |
| May 2021 | $2.6B | $2.5B | $105.7M | 31 | 0 |
| May 2021 | $2.6B | $2.5B | $105.7M | 31 | 0 |
| Mar 2021 | $2.6B | $2.5B | $105.7M | 31 | 0 |
| Jun 2020 | $1.9B | $1.8B | $77.8M | 29 | 0 |
| Mar 2020 | $1.9B | $1.8B | $77.8M | 29 | 0 |
| Jun 2019 | $1.5B | $1.4B | $67.9M | 26 | 0 |
| Mar 2019 | $1.5B | $1.4B | $67.9M | 26 | 0 |
| Jun 2018 | $1.5B | $1.4B | $70.7M | 27 | 0 |
| Apr 2018 | $1.5B | $1.4B | $70.7M | 27 | 0 |
| Mar 2018 | $1.5B | $1.4B | $70.7M | 27 | 0 |
| Mar 2018 | $1.5B | $1.4B | $70.7M | 27 | 0 |
| Mar 2017 | $1.2B | $1.2B | $61.4M | 25 | 1,600 |
| Mar 2017 | $1.2B | $1.2B | $61.4M | 25 | 1,600 |
| Mar 2017 | $1.1B | $994M | $56M | 26 | 1,300 |
| Jan 2017 | $1.1B | $994M | $56M | 26 | 1,300 |
| Dec 2016 | $1.1B | $994M | $56M | 26 | 1,300 |
| Nov 2016 | $1.1B | $994M | $56M | 26 | 1,300 |
| Aug 2016 | $1.1B | $994M | $56M | 26 | 1,300 |
| Jul 2016 | $1.1B | $994M | $56M | 26 | 1,300 |
| Mar 2016 | $1.1B | $994M | $56M | 26 | 1,300 |
| Dec 2015 | $917.4M | $916.8M | $584.9K | 21 | 600 |
| Oct 2015 | $917.4M | $916.8M | $584.9K | 21 | 600 |
| Oct 2015 | $917.4M | $916.8M | $584.9K | 21 | 600 |
| Sep 2015 | $917.4M | $916.8M | $584.9K | 21 | 600 |
| Aug 2015 | $917.4M | $916.8M | $584.9K | 21 | 600 |
| Aug 2015 | $917.4M | $916.8M | $584.9K | 21 | 600 |
| Aug 2015 | $917.4M | $916.8M | $584.9K | 21 | 600 |
| Jul 2015 | $917.4M | $916.8M | $584.9K | 21 | 600 |
| Apr 2015 | $917.4M | $916.8M | $584.9K | 21 | 600 |
| Mar 2015 | $917.4M | $916.8M | $584.9K | 21 | 600 |
| Apr 2014 | $927.9M | $927.5M | $403K | 22 | 600 |
| Mar 2014 | $927.9M | $927.5M | $403K | 22 | 600 |
| Jan 2014 | $879.6M | $879.6M | $0 | 14 | 600 |
| Mar 2013 | $879.6M | $879.6M | $0 | 14 | 600 |
| Oct 2012 | $901.7M | $901.7M | $0 | 11 | 600 |
| Mar 2012 | $901.7M | $901.7M | $0 | 11 | 600 |
| May 2011 | $961.1M | $961.1M | $0 | -- | -- |
| Apr 2011 | $885.2M | $885.2M | $0 | -- | -- |
| Mar 2010 | $720.2M | $720.2M | $0 | -- | -- |
| Mar 2009 | $547.4M | $547.4M | $0 | -- | -- |
| Mar 2008 | $834.8M | $834.8M | $0 | -- | -- |
| Oct 2007 | $737.1M | $737.1M | $0 | -- | -- |
| Apr 2007 | $0 | $0 | $0 | -- | -- |
| Mar 2007 | $0 | $0 | $0 | -- | -- |
DateMar 2025
Total AUM$4.1B
Discretionary$3.7B
Non-Disc.$393.8M
Employees45
Clients0
DateMar 2024
Total AUM$3.3B
Discretionary$3.1B
Non-Disc.$216.2M
Employees41
Clients0
DateAug 2023
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$147.5M
Employees35
Clients0
DateMar 2023
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$147.5M
Employees35
Clients0
DateNov 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$139.5M
Employees30
Clients0
DateMar 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$139.5M
Employees30
Clients0
DateSep 2021
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$105.7M
Employees31
Clients0
DateMay 2021
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$105.7M
Employees31
Clients0
DateMay 2021
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$105.7M
Employees31
Clients0
DateMar 2021
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$105.7M
Employees31
Clients0
DateJun 2020
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$77.8M
Employees29
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$77.8M
Employees29
Clients0
DateJun 2019
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$67.9M
Employees26
Clients0
DateMar 2019
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$67.9M
Employees26
Clients0
DateJun 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$70.7M
Employees27
Clients0
DateApr 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$70.7M
Employees27
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$70.7M
Employees27
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$70.7M
Employees27
Clients0
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$61.4M
Employees25
Clients1,600
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$61.4M
Employees25
Clients1,600
DateMar 2017
Total AUM$1.1B
Discretionary$994M
Non-Disc.$56M
Employees26
Clients1,300
DateJan 2017
Total AUM$1.1B
Discretionary$994M
Non-Disc.$56M
Employees26
Clients1,300
DateDec 2016
Total AUM$1.1B
Discretionary$994M
Non-Disc.$56M
Employees26
Clients1,300
DateNov 2016
Total AUM$1.1B
Discretionary$994M
Non-Disc.$56M
Employees26
Clients1,300
DateAug 2016
Total AUM$1.1B
Discretionary$994M
Non-Disc.$56M
Employees26
Clients1,300
DateJul 2016
Total AUM$1.1B
Discretionary$994M
Non-Disc.$56M
Employees26
Clients1,300
DateMar 2016
Total AUM$1.1B
Discretionary$994M
Non-Disc.$56M
Employees26
Clients1,300
DateDec 2015
Total AUM$917.4M
Discretionary$916.8M
Non-Disc.$584.9K
Employees21
Clients600
DateOct 2015
Total AUM$917.4M
Discretionary$916.8M
Non-Disc.$584.9K
Employees21
Clients600
DateOct 2015
Total AUM$917.4M
Discretionary$916.8M
Non-Disc.$584.9K
Employees21
Clients600
DateSep 2015
Total AUM$917.4M
Discretionary$916.8M
Non-Disc.$584.9K
Employees21
Clients600
DateAug 2015
Total AUM$917.4M
Discretionary$916.8M
Non-Disc.$584.9K
Employees21
Clients600
DateAug 2015
Total AUM$917.4M
Discretionary$916.8M
Non-Disc.$584.9K
Employees21
Clients600
DateAug 2015
Total AUM$917.4M
Discretionary$916.8M
Non-Disc.$584.9K
Employees21
Clients600
DateJul 2015
Total AUM$917.4M
Discretionary$916.8M
Non-Disc.$584.9K
Employees21
Clients600
DateApr 2015
Total AUM$917.4M
Discretionary$916.8M
Non-Disc.$584.9K
Employees21
Clients600
DateMar 2015
Total AUM$917.4M
Discretionary$916.8M
Non-Disc.$584.9K
Employees21
Clients600
DateApr 2014
Total AUM$927.9M
Discretionary$927.5M
Non-Disc.$403K
Employees22
Clients600
DateMar 2014
Total AUM$927.9M
Discretionary$927.5M
Non-Disc.$403K
Employees22
Clients600
DateJan 2014
Total AUM$879.6M
Discretionary$879.6M
Non-Disc.$0
Employees14
Clients600
DateMar 2013
Total AUM$879.6M
Discretionary$879.6M
Non-Disc.$0
Employees14
Clients600
DateOct 2012
Total AUM$901.7M
Discretionary$901.7M
Non-Disc.$0
Employees11
Clients600
DateMar 2012
Total AUM$901.7M
Discretionary$901.7M
Non-Disc.$0
Employees11
Clients600
DateMay 2011
Total AUM$961.1M
Discretionary$961.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$885.2M
Discretionary$885.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$720.2M
Discretionary$720.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$547.4M
Discretionary$547.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$834.8M
Discretionary$834.8M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$737.1M
Discretionary$737.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--