D'ORAZIO WEALTH ADVISORS

Legal name: D'ORAZIO & ASSOCIATES, INC.

CRD 131976File 801-63706

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.44B

Above cohort median (national)

Discretionary AUM

$1.44B

Non-discretionary $2.3M

Clients

291

291 accounts

Employees

Top 25% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Dec 8, 2004
Principal office: 8614 WESTWOOD CENTER DRIVE, SUITE 310, VIENNA, VA, 22182
Phone: 703-269-3100
Website: HTTP://WWW.DORAZIOADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.44B
Discretionary AUM: $1.44B
Non-discretionary AUM: $2.3M
Discretionary accounts: 290
Non-discretionary accounts: 1
Total accounts: 291
AUM per client: $5.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	227	$1.42B
Individuals (other than high net worth individuals)	64	$25.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — PERCENTAGE OF RETIREMENT PLAN CONSULTING ASSETS

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	10	11	increased by1
Apr 1, 2026	Clients	285	291	increased by6
Apr 1, 2026	AUM	$1,322,181,149	$1,442,740,447	increased by$120,559,298
Apr 1, 2026	Accounts	1,860	291	decreased by1,569
May 1, 2025 vs Oct 1, 2022	Employees	8	10	increased by2
May 1, 2025 vs Oct 1, 2022	Clients	270	285	increased by15
May 1, 2025 vs Oct 1, 2022	AUM	$1,195,422,086	$1,322,181,149	increased by$126,759,063
May 1, 2025 vs Oct 1, 2022	Accounts	1,722	1,860	increased by138
Apr 1, 2022	Employees	5	8	increased by3
Apr 1, 2022	Clients	263	270	increased by7
Apr 1, 2022	AUM	$1,139,492,848	$1,195,422,086	increased by$55,929,238
Apr 1, 2022	Accounts	1,650	1,722	increased by72
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “D'ORAZIO WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“D'ORAZIO WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.