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CALAMOS WEALTH MANAGEMENT LLC

NAPERVILLE, IL · CRD 143490 · IAPD ↗ · calamos.com · 630.245.7200

$5.48BRegulatory AUM
39Advisory reps
51Employees
0Clients
251-500Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — CALAMOS WEALTH MANAGEMENT LLC reported RAUM up 34% ($4.09B -> $5.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — CALAMOS WEALTH MANAGEMENT LLC added office(s): 4 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — CALAMOS WEALTH MANAGEMENT LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
77
April 2024 — CALAMOS WEALTH MANAGEMENT LLC grew from 26 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.