CHARLOTTE, NCCRD 153316Latest ADV February 19, 2026
Calamita Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated February 19, 2026, reports $138M in regulatory assets under management, 4 employees, and 391 accounts.
Assets Under Management
$138M
Employees
4
Offices
--
Total Clients
110
Primary office
CHARLOTTE, NC
6135 PARK SOUTH DRIVE, SUITE 510, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.8% of total clients.
Top client categories% of clientsClients
1
Individuals
61.8%
68
2
HNWI
37.3%
41
3
Pension Plans
0.9%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$138Mas of February 19, 2026
Discretionary95.7%
$132M
96% of total RAUM95.7%
Non-discretionary4.3%
$6M
4% of total RAUM4.3%
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.
Total AUM$138M
Total Accounts391
10Y AUM Change+$35M (+33.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee28:1
10Y Employee Change-1 (-20.0%)
* 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.