CALAMOS WEALTH MANAGEMENT LLC

2020 Calamos Court
Naperville, Illinois 60563-2787
Tel: 630.245.7200

About CALAMOS WEALTH MANAGEMENT LLC

CALAMOS WEALTH MANAGEMENT LLC, formally registered with the SEC as CALAMOS WEALTH MANAGEMENT LLC. The firm was established in 04/25/2007. They have over 9 offices throughout the country.

CALAMOS WEALTH MANAGEMENT LLC is a Naperville, Illinois based Financial Planning firm with nearly $3,334,568,012 assets under management, offering retirement planning & investment advisory services to 3021 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143490
SEC#	801-67787
Assets Managed by Firm	$3,334,568,012
No. of Clients	3021
No. of Advisors	41

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (ASSET ALLOCATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	3021	$3,334,568,012
Individuals (other than high net worth individuals)	710	$192,423,556
High net worth individuals	2134	$2,689,053,014
Pension and profit sharing plans	82	$59,634,636
Charitable organizations	41	$211,772,817
Corporations or other businesses	54	$181,683,989

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