Calamita Wealth Management
Calamita Wealth Management (CRD# 153316) is a financial advisory firm headquartered in Charlotte, NC. They manage $109,136,534 in 110 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management109MILLION
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Total Number of Accounts110ACCOUNTS
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Average Account Value$992,150
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, OH, TX
Financial Advisors at Calamita Wealth Management
1
Todd Calamita (CRD# 3204341) is an Investment Advisor Representative working at Calamita Wealth Management in Charlotte, NC and has over 16 years of experience in the finance industry. Todd Calamita has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Britton Williams (CRD# 5869494) is an Investment Advisor Representative working at Calamita Wealth Management in Raleigh, NC and has over 13 years of experience in the finance industry.
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