{
  "crd_number": 153316,
  "slug": "calamita-wealth-management-charlotte-nc-153316",
  "primary_business_name": "CALAMITA WEALTH MANAGEMENT",
  "legal_name": "CALAMITA WEALTH MANAGEMENT INC.",
  "dbas": [],
  "city": "Charlotte",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-10-23",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-07-20",
  "carried_forward": false,
  "raum_total": 138154787.0,
  "raum_discretionary": 132145841.0,
  "raum_non_discretionary": 6008946.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 31649581.0,
      "count": 68
    },
    "pension_profit_sharing": {
      "raum": 6008946.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 100496260.0,
      "count": 41
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC",
    "OH",
    "TX"
  ],
  "websites": [
    "https://calamitaretirementreadiness.scoreapp.com",
    "https://calamitawealth.com",
    "https://calamitawealth.substack.com",
    "https://facebook.com/calamitawealth",
    "https://instagram.com/calamita_wealth_management",
    "https://linkedin.com/in/britton-williams",
    "https://linkedin.com/in/toddcalamita",
    "https://substack.com/@toddcalamita",
    "https://the-secure-retirement-blueprint.com",
    "https://the-wf-retirement-blueprint.com",
    "https://trustindex.io/reviews/calamitawealth.com",
    "https://x.com/toddcalamita",
    "https://youtube.com/@calamitawealthmanagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153316",
  "city_as_filed": "CHARLOTTE",
  "url": "https://advisorcensus.com/firm/calamita-wealth-management-charlotte-nc-153316",
  "display_name": "Calamita Wealth Management",
  "summary": "Calamita Wealth Management is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 20, 2026.",
  "citation": "AdvisorCensus. Calamita Wealth Management (CRD 153316): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Calamita Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Calamita Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Calamita Wealth Management located?",
      "a": "Calamita Wealth Management's principal office is in Charlotte, NC, according to its Form ADV."
    },
    {
      "q": "Is Calamita Wealth Management registered with the SEC or a state?",
      "a": "Calamita Wealth Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 153316."
    },
    {
      "q": "How much does Calamita Wealth Management manage?",
      "a": "Calamita Wealth Management reports $138,154,787 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (96% discretionary)."
    },
    {
      "q": "How have Calamita Wealth Management's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Calamita Wealth Management: Regulatory assets under management: $109,136,534 in the October 2024 data and $138,154,787 in the October 2026 data, up 27%. Total employees: 5 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Calamita Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (41); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Which custodians does Calamita Wealth Management use?",
      "a": "Calamita Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Calamita Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153316"
    },
    {
      "q": "What changed in Calamita Wealth Management's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $124,492,633 to $138,154,787 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 109136534.0,
      "total_employees": 5,
      "filing_date": "2024-05-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 124492633.0,
      "total_employees": 4,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 138154787.0,
      "total_employees": 4,
      "filing_date": "2026-07-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $124,492,633 to $138,154,787 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/calamita-wealth-management-charlotte-nc-153316.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 68,
      "fewer_than_5": false,
      "raum": 31649581.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 41,
      "fewer_than_5": false,
      "raum": 100496260.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 6008946.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153316",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}