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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 Aug 17, 2026
Regulatory AUM
$1.44B
Above cohort median (national)
Discretionary AUM
$1.44B
Non-discretionary $2.3M
Clients
291
291 accounts
Employees
11
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.