D'orazio Wealth Advisors
Assets Under Management
$1.3B
Number of Clients
285
Number of Advisors
7
Average Client AUM
$4.6M
AUM per Advisor
$188.9M
Compensation
Fixed/Hourly
About This Firm
D’Orazio Wealth Advisors provides financial planning, investment management, and retirement plan consulting services. They develop investment objectives based on client needs and allocate assets accordingly. For high net worth clients, they may use a separately managed account program. They also offer ongoing monitoring and review of account performance.
Fee Structure
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location
8614 Westwood Center Drive, Suite 310, Vienna, VA, 22182
