# Kalorama Wealth Strategies

Kalorama Wealth Strategies is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/m-david-goldstein-6a766b3

## Regulatory record

- **CRD number:** 152375
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152375

## About

KALORAMA WEALTH STRATEGIES, LLC is a state-registered investment adviser with $30 million in regulatory assets under management. The firm manages $29 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds
- Wealth Management

## Related profiles

- [Metanoia Financial](https://altss.com/profile/metanoia-financial-llc)
- [KASMAT RISK MANAGEMENT, LLC.](https://altss.com/profile/kasmat-risk-management-llc)

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Last updated: 2026-07-06T01:24:19.375Z

Canonical page: https://altss.com/profile/kalorama-wealth-strategies-llc

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