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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · National Advisors Trust · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-25-2007
- Office Locations
- 8
Office Locations
About Calamos Wealth Management LLC
Calamos (founded 1977 by John P. Calamos, Sr.) provides active, risk-managed investment solutions through Calamos Investments and Calamos Wealth Management. Known for pioneering convertible strategies and alternative solutions, the firm offers mutual funds and ETFs, including structured protection ETFs linked to bitcoin (e.g., CBXO/CBTO) with defined protection and capped upside, supported by a Structured Protection ETF Focus Tool.
Reported data analysis
What the numbers show
Between March 27, 2025 and July 23, 2026, reported AUM increased 33.8%, from $4.1B to $5.5B.
Across 5 reported observations, AUM increased 59.7% between November 2, 2022 and July 23, 2026, from $3.4B to $5.5B.
Of the latest reported AUM, 89.4% is discretionary and 10.6% is non-discretionary.
The firm reports 39 advisory representatives and 4,308 clients, or 110.5 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 8 reported office locations and 19 years in operation. The source data was last updated on July 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Calamos Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN PETER CALAMOS SR.
Chairman, FOUNDER, Global Chief Investment Officer, President
- CRD
- #38210
- Ownership
- Less than 5%
Daniel Leo Dufresne
Chief Operating Officer, EVP, President
- CRD
- #2852606
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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JON ADAMS
Vice President
- CRD
- #7523448
Arijan Arslani
Director of Portfolio Management
- CRD
- #6903627
Showing 2 of 47 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,892,680,427 | $1,136,511 |
| Non-Discretionary | $582,461,353 | $194,153,784 |
| Total | $5,475,141,780 | $1,270,924 |
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Separately Managed Accounts
SMA allocation detail is available
Calamos Wealth Management LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Calamos Wealth Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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