CALAMITA WEALTH MANAGEMENT INC.
Legal name: CALAMITA WEALTH MANAGEMENT
CRD #153316 SEC #801-128939 CHARLOTTE, NC 704-276-7325
SEC Registered
Total AUM
$124.5M
Discretionary
$119.3M
Employees
4
Clients
51
Accounts
371
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $124.5M | $119.3M | $5.2M | 4 | 0 |
| Mar 2025 | $124.5M | $119.3M | $5.2M | 4 | 0 |
| Mar 2025 | $124.5M | $119.3M | $5.2M | 4 | 0 |
| Feb 2025 | $124.5M | $119.3M | $5.2M | 4 | 0 |
| May 2024 | $109.1M | $104M | $5.1M | 5 | 0 |
| Feb 2024 | $109.1M | $104M | $5.1M | 5 | 0 |
| Sep 2023 | $103.4M | $98.7M | $4.7M | 5 | 0 |
DateOct 2025
Total AUM$124.5M
Discretionary$119.3M
Non-Disc.$5.2M
Employees4
Clients0
DateMar 2025
Total AUM$124.5M
Discretionary$119.3M
Non-Disc.$5.2M
Employees4
Clients0
DateMar 2025
Total AUM$124.5M
Discretionary$119.3M
Non-Disc.$5.2M
Employees4
Clients0
DateFeb 2025
Total AUM$124.5M
Discretionary$119.3M
Non-Disc.$5.2M
Employees4
Clients0
DateMay 2024
Total AUM$109.1M
Discretionary$104M
Non-Disc.$5.1M
Employees5
Clients0
DateFeb 2024
Total AUM$109.1M
Discretionary$104M
Non-Disc.$5.1M
Employees5
Clients0
DateSep 2023
Total AUM$103.4M
Discretionary$98.7M
Non-Disc.$4.7M
Employees5
Clients0