Calamos Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naperville, IL. Its latest Form ADV filing, dated April 30, 2026, reports $5.5B in regulatory assets under management, 51 employee, 6 offices, and 4,308 accounts.
Top client segmentHNWI represent 72.9% of total clients.
Top client categories% of clientsClients
1
HNWI
72.9%
3,141
2
Individuals
21.6%
931
3
Corporations
2.1%
91
4
Pension Plans
2.0%
87
5
Charitable
1.0%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.5Bas of April 30, 2026
Discretionary89.4%
$4.9B
89% of total RAUM89.4%
Non-discretionary10.6%
$582M
11% of total RAUM10.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.5B
Total Accounts4,308
10Y AUM Change+$4.2B (+343.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees51
Clients per Employee84:1
10Y Employee Change+26 (+104.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.