CALAMITA WEALTH MANAGEMENT INC.

CALAMITA WEALTH MANAGEMENT
CHARLOTTE, North Carolina·1 registered advisor·CRD# 153316
SEC# 801-1289390704-276-7325
01

Firm Overview

AUM
$109M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CALAMITA WEALTH MANAGEMENT INC.

1 registered advisor
Todd Douglas Calamita
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. CALAMITA WEALTH MANAGEMENT INC. (CRD# 153316) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.