CALAMITA WEALTH MANAGEMENT INC.
Doing business as CALAMITA WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$138,154,787
Discretionary
$132,145,841
Non-discretionary
$6,008,946
Firm details
- CRD number
- 153316
- SEC file number
- 801-128939
- Main office
- CHARLOTTE, NC, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.