CALAMITA WEALTH MANAGEMENT INC.
CALAMITA WEALTH MANAGEMENT INC. of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 153316). Regulatory assets under management: $138.2M.
Registration
- CRD: 153316
- SEC file number: 801-128939
- Type: Registered investment adviser
- Location: 6135 PARK SOUTH DRIVE, SUITE 510, CHARLOTTE, NC, 28210
- Phone: 704-276-7325
- Latest filing: 2026-07-20
- Regulatory AUM: $138.2M
- Discretionary AUM: $132.1M
- Non-discretionary AUM: $6.0M
- Clients: 4
- Accounts: 391
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Todd Douglas Calamita | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| CALAMITA TODD DOUGLAS | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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