D'Orazio Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Vienna, VA. Its latest Form ADV filing, dated March 31, 2026, reports $1.4B in regulatory assets under management, 11 employees, and 291 accounts.
Assets Under Management
$1.4B
Employees
11
Offices
--
Total Clients
291
Primary office
VIENNA, VA
8614 WESTWOOD CENTER DRIVE, SUITE 310, VIENNA, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.0% of total clients.
Top client categories% of clientsClients
1
HNWI
78.0%
227
2
Individuals
22.0%
64
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 31, 2026
Discretionary99.8%
$1.4B
100% of total RAUM99.8%
Non-discretionary0.2%
$2M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts291
10Y AUM Change+$631M (+77.8%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee26:1
10Y Employee Change+4 (+57.1%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.