Calamita Wealth Management

Calamita Wealth Management (CRD# 153316) is a financial advisory firm headquartered in Charlotte, NC. They manage $55,261,608 in 261 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Calamita Wealth Management
Showing 1 - 1 of 1 top financial advisors.
Todd D. Calamita
CRD#: 3204341
6135 Park South Drive, Suite 510, Charlotte, NC 28210
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.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.