Calamos Wealth Management LLC

Overview

Calamos Wealth Management LLC is an SEC registered investment adviser based in Naperville, IL, registered since 2007. It reports $5.5B in assets under management across 4,308 accounts, with 51 employees. It has 37 investment adviser representatives.

Reported AUM

$5.5B

Discretionary

89%

Accounts

4,308

Average account

$1.3M

Employees

51

Advisory reps

37

Registered since

2007

Jurisdictions

52

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 7

• John Spiro Koudounis President, Chief Executive Officer CRD 1878118
• John Peter Calamos Sr Founder, Chairman, Global Co Chief Information Officer CRD 38210
• Daniel Leo Dufresne Executive Vice President, Chief Operating Officer CRD 2852606

4 more executive officers, with direct contact details

Advisory reps 3 of 37

• Jon Adams Registered Rep · Investment Adviser Rep CRD 7523448
• Arijan Arslani Investment Adviser Rep CRD 6903627
• Alexander John Calamos Investment Adviser Rep CRD 5793760

34 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2020 Calamos Ct
Naperville, IL 60563

County

DuPage

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 52 jurisdictions

Every state, with registration dates

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