Kalorama Wealth Strategies, LLC

Overview

Kalorama Wealth Strategies, LLC is an independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals, families and small business owners. The firm operates under a fee model that includes a percentage-of-AUM component plus hourly and fixed-fee arrangements, allowing flexibility for both ongoing investment relationships and project-based planning engagements. Filings indicate a clear preference for equity exposure: the firm’s portfolio construction centers on exchange-traded equities as the primary building block for client allocations rather than a heavy use of illiquid or manager-driven alternative strategies. Kalorama is not listed as an active ESG investor and is structured as a single-state, domestic entity rather than a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices