K
Kalorama Wealth Strategies, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,180,000
Clients
12
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$2,515,000
About
Kalorama Wealth Strategies is an independent, single-advisor registered investment adviser that provides discretionary and non-discretionary portfolio management alongside stand‑alone financial planning and consulting for individuals, trusts, estates and charitable organizations. The firm operates on a fee-only basis and manages roughly $29 million in client assets across about 19 client relationships.
The firm’s investment approach emphasizes strategic asset allocation using mutual funds and exchange‑traded funds, with a fundamental, long‑term buy‑and‑hold orientation supplemented by selective shorter‑term trades; it generally favors low‑cost, tax‑efficient funds and models. Portfolios are reviewed periodically, cash positions are used defensively when appropriate, margin is used only with client consent, and the firm transitioned custody and execution to Altruist Financial LLC in November 2024, noting receipt of platform support services from that custodian.
Distinctive features include a sole principal who holds both CFA and CFP credentials and who allocates a meaningful portion of time to standalone planning, consulting (including serving other advisors), and adjunct teaching, which informs the firm’s analytical and planning work. The adviser does not accept performance‑based fees, does not vote client proxies, and maintains higher asset requirements for new discretionary engagements, resulting in a relatively small client roster with higher assets per relationship than many peers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General estate planning guidance
General tax planning
Retirement income strategy
Fee options
Fixed fees generally range from $1,500 to $10,000 for financial planning/consulting services, with a typical minimum of $1,500
$0 - $250,000: 1.50% (discretionary assets, initial placement) $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$200 to $450 per hour for financial planning/consulting services
Account minimum: $500,000 for discretionary investment advisory services (effective January 1, 2020) Minimum fee: Minimum annual fee of $5,000 for investment advisory services (not to exceed 3% of assets under management) Fee-only: Investment advisory fees based on assets under management; financial planning and consulting fees on hourly or fixed fee basis
Main office location
Kalorama Wealth Strategies, LLC
Oakland Park FL, United States
Number of offices
1
Most active in
Kalorama Wealth Strategies, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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