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 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.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$581M in ETFs
74%
$430M
21%
$151M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $158M | 423,193 | 27.24% |
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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