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CALAMITA WEALTH MANAGEMENT
6135 Park South Drive
Suite 510
Charlotte, North Carolina 28210
Tel: 704-276-7325
About CALAMITA WEALTH MANAGEMENT
CALAMITA WEALTH MANAGEMENT, formally registered with the SEC as CALAMITA WEALTH MANAGEMENT. The firm was established in 10/23/2023. They have over 1 offices throughout the country.
CALAMITA WEALTH MANAGEMENT is a Charlotte, North Carolina based Financial Planning firm with nearly $124,492,633 assets under management, offering retirement planning & investment advisory services to 371 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153316 |
| SEC# | 801-128939 |
| Assets Managed by Firm | $124,492,633 |
| No. of Clients | 371 |
| No. of Advisors | 4 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 371 | $124,492,633 |
| Individuals (other than high net worth individuals) | 79 | $31,565,976 |
| High net worth individuals | 38 | $87,739,140 |
| Pension and profit sharing plans | 1 | $5,187,517 |
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