linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Calamos Wealth Management LLC

Headquartered in NAPERVILLE, IL

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Calamos Wealth Management LLC is an investment advisor registered with the SEC, located in NAPERVILLE, IL. The firm provides financial planning, pension consulting, and asset allocation services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. They manage approximately $3.33 billion in assets.

Calamos Wealth Management LLC

2020 CALAMOS COURT

NAPERVILLE, IL 60563-2787

$3.33B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

asset allocation services

Asset allocation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

CALAMOS WEALTH MANAGEMENT LLC has a total of 6 branch locations across the country.
location

Chicago, IL

location

Coral Gables, FL

location

New York, NY

location

Fort Worth, TX

location

NAPERVILLE, IL

location

San Francisco, CA

Advisors at Calamos Wealth Management LLC

View All 29 Advisors
Unclaimed
James Ian Maher

RA

Fort Worth, TX

View Profile
Unclaimed
Stephen David Perl

RA

NAPERVILLE, IL

View Profile
Unclaimed
Jon Adams

CFA®, RA

NAPERVILLE, IL

View Profile
Unclaimed
Sarah J. Coates

RA

Chicago, IL

View Profile
Unclaimed
Sydney Smith

CFP®, RA

Chicago, IL

View Profile
Unclaimed
Walter John Murphy

RA

New York, NY

View Profile
Unclaimed
Alexander John Calamos

RA

NAPERVILLE, IL

View Profile
Unclaimed
Sarah jane Cotejo Hoffmann

RA

Chicago, IL

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Calamos Wealth Management LLC is right for you?

Disclosures

There are no public disclosures for Calamos Wealth Management LLC.

Frequently Asked Questions (6)

Not sure if Calamos Wealth Management LLC is right for you?