Best Investors
Account
Sign in
Best Investors
Account
Sign in
Calamos Wealth Management LLC CRD 143490
$5.48B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2020 Calamos Court, Naperville, IL 60563-2787 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-29 |
| IL | RA | APPROVED | 2025-12-12 |
Branch Locations
215 N. Peoria St. Suite 600, Chicago, IL 60607 • United States
2020 Calamos Court, Naperville, IL 60563-2787 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nuveen Investments, Llc | Chicago | IL | 11/2014 | 10/2018 |
| Polaris Greystone Financial Group | Chicago | IL | 10/2018 | 06/2020 |
| Origin Investments | Chicago | IL | 06/2020 | 03/2022 |
| Polaris Wealth Advisory Group | San Rafael | CA | 03/2022 | 11/2023 |
| Rwa Wealth Partners, Llc | Newton | MA | 11/2023 | 11/2023 |
| Corient | Itasca | IL | 11/2023 | 12/2025 |
| Corient Services Llc | Miami | FL | 11/2023 | Present |
| Calamos Wealth Management Llc | Naperville | IL | 12/2025 | Present |
Name of the Other Business: Salt Fitness North Shore. The business is not investment-related. Address: 410 Green Bay Road, Kenilworth, IL 60043. Nature of Business: Group Fitness and Barre. My position: Owner. Start Date of Relationship: 8/30/2022. Approximate number of hours per month: 6. The number of hours during securities trading hours: 0. Brief Explanation of duties: Oversee the financials.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-16 |
Reach out to this advisor