K
CRD: 152375
Kalorama Wealth Strategies, LLC
Oakland Park, FL
2025507262
$30.2M Total AUM
$29.4M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2010
- Office Locations
- 1
Office Locations
-- Oakland Park FL
About Kalorama Wealth Strategies, LLC
Kalorama Wealth Strategies, LLC is a Oakland Park-based RIA. The firm has been operating for 16 years. Managing $30.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$30.2M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Peak focus
Client Personas
Summit ridge
CRM
Summit vector
Investment Themes
Signal beacon North catalyst
Investment Vehicles
Vertex Focus
Services
Momentum wave North Insight unison Ridge Meridian Signal
Owner & Executives
No owner records available.
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Unlock allContacts
MITCHELL DAVID GOLDSTEIN
Partner
- CRD
- #2963346
(558) 933-2827
quantum.optima@vectorcapital.com
in linkedin.com/in/legacy-optima
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,360,000 | -- |
| Non-Discretionary | $820,000 | -- |
| Total | $30,180,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,180,000
Equity - Exchange:
10.2% Public Funds:
25.6% U.S. Government/Agency:
27.5% Cash:
36.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $463,721,837 | 10.2% |
| Public Funds | $1,163,850,886 | 25.6% |
| U.S. Government/Agency | $1,250,230,444 | 27.5% |
| Cash | $1,668,489,355 | 36.7% |
| Total | $4,546,292,522 | 100.0% |