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Alexander John Calamos

Calamos Wealth Management LLC

Naperville, IL

New York, NY

CRD 5793760

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Employer firm

Calamos Wealth Management LLC CRD 143490

$5.48B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • ASSET ALLOCATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Calamos Wealth Management Llc

2020 Calamos Court, Naperville, IL 60563-2787 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-02-05
IL RA APPROVED 2021-03-04
  • NY RA
    APPROVED
    Since 2025-02-05
  • IL RA
    APPROVED
    Since 2021-03-04

Branch Locations

2020 Calamos Court, Naperville, IL 60563-2787 • United States

50 Rockefeller Plaza #1600, New York, NY 10020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed Los Angeles CA 08/2016 02/2020
Typical Projects Llc Morongo Valley CA 02/2020 Present
Calamos Wealth Management Llc Naperville IL 07/2020 Present
Leekamos Llc Morongo Valley CA 03/2019 Present
  • 08/2016 → 02/2020
    Self-Employed
    Los Angeles, CA
  • 02/2020 → Present
    Typical Projects Llc
    Morongo Valley, CA
  • 07/2020 → Present
    Naperville, IL
  • 03/2019 → Present
    Leekamos Llc
    Morongo Valley, CA
Other Businesses

Leekamos LLC - 9115 Encilia Trail Morongo Valley, CA 92256. Rental property owner and this is not investment-related. My duties include general home maintenance, screening potential tenants and other related property tasks. I have been associated with Leekamos LLC since March 2019. I anticipate spending 1 hours a month on this activity and zero hours during trading hours. I am compensated for this activity. Typical Projects LLC - 9115 Encilia Trail, Morongo Valley, CA 92256. CEO of Real Estate Research company and this is investment related. My duties include market research, consulting with realtors/inspectors, planning for remodeling and organizing rental management of properties. I have been associated with Typical Projects LLC since 02/2020. I plan to spend 3 hours a month on this activity and zero hours during trading hours. I am compensated for this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-03
  • S65 Uniform Investment Adviser Law Examination
    2021-03-03
Other Names
  • Alex Calamos

View on SEC IAPD

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