Calamita Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$132,145,841
Clients
109
38% high-net worth
Advisors
2
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
55
TypicalAverage account size
$1,212,347
About
Calamita Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans and businesses. The firm also offers one-time standalone financial planning and retirement plan consulting as part of its service menu.
The advisory process is laid out as a structured sequence—establish the relationship, gather information, analyze, develop recommendations, implement, and monitor—and most client accounts are managed on a discretionary basis. Investment implementation uses a mix of qualitative and quantitative research across mutual funds, ETFs, equities and fixed income, and the firm explicitly treats cash as an asset class when constructing allocations.
Noteworthy features include a compact two-advisor team overseeing roughly $138 million for about 109 clients, with advisors holding CFP® credentials and the principal holding a CDFA® designation. The firm provides ERISA 3(21)/3(38)-style retirement plan consulting and participant education, maintains legacy client arrangements with older engagement terms, and uses client testimonials in its advertising materials, a practice that is uncommon among peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% annually (0.31% per quarter) $1,000,001 - $3,000,000: 1.00% annually (0.25% per quarter) $3,000,001 - $5,000,000: 0.80% annually (0.20% per quarter) $5,000,001 - $10,000,000: 0.70% annually (0.175% per quarter) $10,000,001+: 0.60% annually (0.15% per quarter)
Account minimum: $2,500 minimum quarterly fee ($10,000 annually) Minimum fee: $2,500 minimum quarterly fee Fee-only: One-Time, Standalone Financial Planning fees typically $5,000 to $15,000 per written plan
Main office location
Calamita Wealth Management
6135 Park South Drive, Suite 510
Charlotte NC 28210, United States
Number of offices
1
Most active in
North Carolina · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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