This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$138MItem 5.F on the latest filing (2026-07-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$132M

Private client RAUM

$132MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$69.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

391

Individual clients

68

High net worth clients

41

Custody, client assets

$43.3M

SEC number

801-128939

CRD

153316

Filings on the tape

9

First filed

Sep 21, 2023

Latest filed

Jul 20, 2026

Organised

Corporation, NC

• Occurred

  Sep 21, 2023
  First Form ADV filing

  Calamita Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:51c7a2c2-6b40-ab35-577c-22781e3616f0

First observed

Sep 21, 2023

Last observed

Jul 20, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.