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Kalorama Wealth Strategies, LLC

EST. AUM
$29,200,000

CONTACTS

CLIENT ACCOUNTS
69

Firm Details

Metro area Miami
CRD Number 152375
Website kaloramawealth.com
Client types

Overview

Kalorama Wealth Strategies, LLC is an independent fee-only registered investment adviser specializing in comprehensive wealth management and financial planning for individuals and high-net-worth families. The firm provides discretionary portfolio management, retirement planning, investment strategy, estate planning, tax planning, and cash-flow analysis through customized financial plans and separately managed accounts. Its investment philosophy emphasizes long-term portfolio construction using diversified, low-cost investment vehicles tailored to each client's financial objectives and risk tolerance.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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