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D'ORAZIO WEALTH ADVISORS
D'ORAZIO & ASSOCIATES, INC.
CRD 131976 · SEC 801-63706
8614 WESTWOOD CENTER DRIVE, SUITE 310, VIENNA, VA, 22182, United States
Phone
703-269-3100
Fax
703-918-9399
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.44B
Discretionary AUM
$1.44B
Team
11 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Fixed fees; PERCENTAGE OF RETIREMENT PLAN CONSULTING ASSETS
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $25.3M |
| High net worth individuals | 227 | $1.42B |
States served
CA, CO, DC, MD, MA, NJ, NY, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD