D'Orazio Wealth Advisors

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$5M

Accounts

291

Employees

Advisory reps

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

FINTRX

Overview

D'Orazio Wealth Advisors is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals and small businesses. The firm is SEC-registered and has been registered since 2004. Its ownership is a mix of a domestic entity and an individual, and its fee model includes fixed fees alongside other fee arrangements. The firm does not identify as a capital allocator and does not report active ESG investing or multi-state adviser status. The firm's client focus is private households and families; advisory activities emphasize ongoing financial planning and discretionary portfolio management. Professional relationships include affiliations with accounting and law firms, which suggests coordination on tax, estate and legal matters for clients.