CALAMOS WEALTH MANAGEMENT LLC

CRD 143490File 801-67787

APPROVED

Retail clients

Filing as of Jul 23, 2026

Feed vintage Aug 17, 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
Aug 17, 2026	Clients	4308	4292
Aug 12, 2026	Registration	—	APPROVED

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.