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D'ORAZIO WEALTH ADVISORS

8614 Westwood Center Drive
Suite 310
Vienna, Virginia 22182
Tel: 703-269-3100

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About D'ORAZIO WEALTH ADVISORS

D'ORAZIO WEALTH ADVISORS, formally registered with the SEC as D'ORAZIO WEALTH ADVISORS. The firm was established in 12/08/2004. They have over 1 offices throughout the country.

D'ORAZIO WEALTH ADVISORS is a Vienna, Virginia based Financial Planning firm with nearly $1,322,181,149 assets under management, offering retirement planning & investment advisory services to 1860 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#131976
SEC#801-63706
Assets Managed by Firm$1,322,181,149
No. of Clients1860
No. of Advisors10

Fee Structure

  • Fixed fees
  • Other (PERCENTAGE OF RETIREMENT PLAN CONSULTING ASSETS)

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total1860$1,322,181,149
Individuals (other than high net worth individuals)51$27,185,123
High net worth individuals234$1,294,996,026

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