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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Calamos Wealth Management have?","answer":"Calamos Wealth Management has 40 investment adviser representatives registered with state securities authorities, out of 51 employees, and 39 perform investment advisory functions. 21 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Calamos Wealth Management invest in?","answer":"At the end of its last fiscal year, Calamos Wealth Management’s separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities, 4% cash and equivalents, 3% U.S. government and agency bonds, 3% investment grade corporate bonds, 1% state and local bonds and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Calamos Wealth Management?","answer":"Calamos Wealth Management is owned through a chain of holding companies by John Calamos Sr., John Koudounis and John P. 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