CALAMOS WEALTH MANAGEMENT LLC

CRD 143490File 801-67787

APPROVED

Retail clients

Filing as of Jul 23, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$5.48B

Top 25% of cohort (national)

Discretionary AUM

$4.89B

Non-discretionary $582.5M

Clients

4,292

4,308 accounts

Employees

Top 25% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 25, 2007
Principal office: 2020 CALAMOS COURT, NAPERVILLE, IL, 60563-2787
Phone: 630.245.7200
Website: HTTP://WWW.CALAMOS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $5.48B
Discretionary AUM: $4.89B
Non-discretionary AUM: $582.5M
Discretionary accounts: 4,305
Non-discretionary accounts: 3
Total accounts: 4,308
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	91	$315.8M
Charitable organizations	42	$244.1M
High net worth individuals	3,141	$4.50B
Pension and profit sharing plans	87	$71.5M
Individuals (other than high net worth individuals)	931	$346.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Aug 17, 2026	Clients	4,308	4,292	decreased by16
Apr 1, 2026	Employees	45	51	increased by6
Apr 1, 2026	Clients	3,434	4,308	increased by874
Apr 1, 2026	AUM	$4,090,678,284	$5,475,141,780	increased by$1,384,463,496
Apr 1, 2026	Accounts	3,434	4,308	increased by874
May 1, 2025 vs Oct 1, 2022	Employees	30	45	increased by15
May 1, 2025 vs Oct 1, 2022	Clients	3,056	3,434	increased by378
May 1, 2025 vs Oct 1, 2022	AUM	$3,428,713,937	$4,090,678,284	increased by$661,964,347
May 1, 2025 vs Oct 1, 2022	Accounts	2,949	3,434	increased by485
Apr 1, 2022	Employees	31	30	decreased by1
Apr 1, 2022	Clients	2,517	3,056	increased by539
Apr 1, 2022	AUM	$2,605,685,891	$3,428,713,937	increased by$823,028,046
Apr 1, 2022	Accounts	2,492	2,949	increased by457
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CALAMOS WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CALAMOS WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.