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 registered investment adviser organized as a corporation and operating since 2004. The firm serves individuals and families with financial planning and portfolio management geared toward individuals and small businesses. It uses a fixed-fee (and other fee) structure rather than commission-based compensation and does not operate as a capital allocator or multi-state adviser. The firm reports relationships with accounting and law-firm professionals as part of its referral/affiliation network. ESG is not identified as an active investment focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2DAVID TRENNER
Managing Director, Chief Compliance OfficerCRD 6135842
ANDREW ESKELSEN
Managing Director, Chief Investment OfficerCRD 5859921
Contacts
3 of 7Sebastian 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 68Active vs passive
$499M in ETFs
78%
$388M
19%
$111M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $133M | 414,124 | 26.63% |
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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