$5.5B Total AUM
$4.9B Disc. AUM
14.7% 3Y CAGR
51 Employees
4,308 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · National Advisors Trust · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Wave unisonPeak value +more
- Established Date
- 04-25-2007
- Office Locations
- 8
Office Locations
111 SW 5TH AVE, Floor 31, Suite 3153 Portland OR
2020 Calamos Court Naperville IL
215 N. Peoria St. #600 Chicago IL
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.
Team overview
44 AVG AGE
$140.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4.4 yrs AVG TENURE
51 Employees
39 Advisory Reps
40 RIA Reps
19yrs Firm Age
Insights
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Accredited Investors
Prime horizon
Asset Classes
Catalyst Peak north Prime Ridge optima Foundation matrix Quantum alpha Ridge bridge North foundation Peak Frontier Matrix signal Summit Matrix
Client Personas
Zenith Pioneer
Custodian
North north Ridge Peak frontier Ridge vertex Harbor Vital
Investment Themes
Wave insight Bridge signal Ridge Optima Catalyst Pathway
Investment Vehicles
Timber pathway North Beacon ridge
Platform
Momentum bridge
Services
Pathway Glacier Focus radial Radial oak Pathway radial Peak north Optima harbor Bridge Vertex Harbor
Technology
North vertex Catalyst catalyst North Frontier
Owner & Executives
J
JOHN PETER CALAMOS SR.
Chairman, FOUNDER, Global Chief Investment Officer, President
- CRD
- #38210
- Ownership
- Less than 5%
(305) 347-5066
catalyst.value@pathwaycapital.com
in linkedin.com/in/legacy-matrix
D
Daniel Leo Dufresne
Chief Operating Officer, EVP, President
- CRD
- #2852606
- Ownership
- Less than 5%
(481) 482-2516
zenith.foundation@timbercapital.com
in linkedin.com/in/focus-bridge
U
Unison capital
Prime vital bridge
- CRD
- #12167
- Ownership
- 6.0%
(561) 867-3264
meridian.oak@quantumcapital.com
in linkedin.com/in/atlas-capital
Showing 2 of 7 owners & executives
Unlock allContacts
JON ADAMS
Vice President
- CRD
- #7523448
(800) 423-3019
glacier.timber@ridgecapital.com
in linkedin.com/in/vector-zenith
A
Arijan Arslani
Director of Portfolio Management
- CRD
- #6903627
(760) 684-4263
quantum.glacier@timbercapital.com
in linkedin.com/in/radial-unison
O
Oak matrix
Optima matrix
- CRD
- #50609
(718) 643-3027
momentum.vector@crestcapital.com
in linkedin.com/in/vector-glacier
Showing 2 of 47 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $5,475,141,780
Public Funds:
22.3% Equity - Exchange:
6.7% Cash:
22.7% Corporate - Investment Grade:
6.7% U.S. Government/Agency:
25.6% Corporate - Non-Investment Grade:
9.4% Municipal Bonds:
6.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,169,026,525 | 22.3% |
| Equity - Exchange | $351,232,185 | 6.7% |
| Cash | $1,189,995,611 | 22.7% |
| Corporate - Investment Grade | $351,232,185 | 6.7% |
| U.S. Government/Agency | $1,342,021,481 | 25.6% |
| Corporate - Non-Investment Grade | $492,773,513 | 9.4% |
| Municipal Bonds | $345,989,912 | 6.6% |
| Total | $5,242,271,412 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL FOUNDATION | CAPITAL WAVE | N32KS02T1 | UUXJ | 4.79% | $93,428,573 |
| MATRIX BEACON SUMMIT | FOUNDATION MATRIX | S418TW4XM | NREOR | 8.97% | $92,498,209 |
| MOMENTUM DELTA | PRIME HORIZON | 17C50H2H7 | IPHGX | 5.05% | $70,866,719 |
| CREST ATLAS SUMMIT | PATHWAY RIDGE | T5M7NQO0A | QRYK | 5.60% | $89,032,546 |
| OPTIMA FOUNDATION VITAL | GLACIER HORIZON | 8TTKCM36E | DDAQR | 4.14% | $33,252,532 |
| QUANTUM PEAK GLACIER | ALPHA RADIAL | XTXO2BSIU | DKF | 2.64% | $82,088,814 |
| QUANTUM SUMMIT | QUANTUM FOUNDATION | XDWR6JMYV | GUD | 6.24% | $12,821,536 |
| BRIDGE SIGNAL EMBER | VECTOR RIDGE | PRO0475KG | CKMIN | 7.05% | $78,154,160 |