D'Orazio Wealth Advisors
Firm details
- Headquarters
- Vienna, Virginia
- CRD number
- 131976
- Registered since
- December 8, 2004
- Website
- www.dorazioadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Fixed Fees, Other
- Client types
- HNWI98.25%
- Individuals1.75%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
D'Orazio Wealth Advisors is an independent, SEC-registered registered investment adviser that has been operating since 2004. The firm is organized as a corporation with ownership attributed to a domestic entity and an individual. Its client focus is on individuals and families, and its advisory scope centers on financial planning and portfolio management for individuals and small businesses. The firm charges fixed fees (and other fee types) and is not positioned as a multi-state adviser, pension consultant, or capital allocator. It does not identify as an active ESG investor. The firm lists professional ties with accounting and law firms in its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities24%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Owners & executives
2 of 2
David Trenner
Managing Director, Chief Compliance OfficerCRD 6135842
Andrew Eskelsen
Managing Director, Chief Investment OfficerCRD 5859921
Contacts
3 of 7
Sebastian Florero
ParaplannerCRD 7784071
Jennifer Vanlandingham
Certified Financial PlannerCRD 4530553
Luke Griffin
Portfolio Management AssociateCRD 8231811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$570M in ETFs
77%
$436M
19%
$134M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $155M | 417,676 | 27.12% |
Location
Vienna, VA
Fairfax
Location
Vienna, VA
Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8614 Westwood Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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