KALORAMA WEALTH STRATEGIES, LLC

KALORAMA WEALTH STRATEGIES, LLC is an SEC-registered investment adviser (CRD 152375). Regulatory assets under management: $30.2M.

Registration

• CRD: 152375
• Type: Registered investment adviser
• Phone: 202-550-7262
• Latest filing: 2026-03-19
• Regulatory AUM: $30.2M
• Discretionary AUM: $29.4M
• Non-discretionary AUM: $820K
• Clients: 1
• Accounts: 56

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152375 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search