RIA Intel›Advisers›Illinois›CALAMOS WEALTH MANAGEMENT LLC

CALAMOS WEALTH MANAGEMENT LLC

Advisory

N·NAPERVILLE, IL

Data as of Jul 23, 2026 · Source: SEC Form ADV

Total AUM

$5.5B

1-Year AUM Growth

+22.7%

3-Year CAGR

+6.0%

Employees

39

Assets Under Management

Total AUM$5.5B

Discretionary AUM$4.9B

Non-Discretionary AUM$582M

Discretionary %89.4%

Total Clients3,434

Team

Total Employees39

Investment Advisers51

Employee Growth (1Y)+38.5%

Filing History

Total Filings on Record58

First FilingMar 30, 2007

Latest FilingJul 23, 2026

🔒 Full AUM trend chart and 58 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CALAMOS WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.