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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CALAMITA, TODD, DOUGLAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CALAMITA, TODD, DOUGLAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CALAMITA, TODD, DOUGLAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CALAMITA, TODD, DOUGLAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CALAMITA, TODD, DOUGLAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CALAMITA, TODD, DOUGLAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CALAMITA, TODD, DOUGLAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CALAMITA, TODD, DOUGLAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 13, 2025 REGISTERED
Notice Filings (3)
NC OH TX
Address
6135 PARK SOUTH DRIVESUITE 510
CHARLOTTE, NC 28210
United States
Phone: 704-276-7325