# Calamita Wealth Management

> 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.

- CRD: 153316
- Filed as: CALAMITA WEALTH MANAGEMENT
- Legal name: Calamita Wealth Management Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153316
- AdvisorCensus page: https://advisorcensus.com/firm/calamita-wealth-management-charlotte-nc-153316

## Quick answers

**How is Calamita Wealth Management compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Calamita Wealth Management located?**
Calamita Wealth Management's principal office is in Charlotte, NC, according to its Form ADV.

**Is Calamita Wealth Management registered with the SEC or a state?**
Calamita Wealth Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 153316.

**How much does Calamita Wealth Management manage?**
Calamita Wealth Management reports $138,154,787 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (96% discretionary).

**How have Calamita Wealth Management's assets and staff changed since 2024?**
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.

**What types of clients does Calamita Wealth Management serve?**
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).

**Which custodians does Calamita Wealth Management use?**
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.

**Does Calamita Wealth Management report any disciplinary disclosures?**
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

**What changed in Calamita Wealth Management's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $124,492,633 to $138,154,787 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $138,154,787
- Discretionary: $132,145,841
- Non-discretionary: $6,008,946

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $31,649,581 |
| High net worth individuals | 41 | $100,496,260 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $6,008,946 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2023 (2 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- calamitaretirementreadiness.scoreapp.com
- calamitawealth.com
- calamitawealth.substack.com
- substack.com/@toddcalamita
- the-secure-retirement-blueprint.com
- the-wf-retirement-blueprint.com
- trustindex.io/reviews/calamitawealth.com
- Facebook @calamitawealth
- Instagram @calamita_wealth_management
- LinkedIn @britton-williams
- LinkedIn @toddcalamita
- X @toddcalamita
- YouTube @calamitawealthmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $109,136,534 | 5 | May 1, 2024 |
| October 2025 | $124,492,633 | 4 | March 19, 2025 |
| October 2026 | $138,154,787 | 4 | July 20, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $124,492,633 to $138,154,787 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Calamita Wealth Management (CRD 153316): Form ADV filing data as of October 2026.