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D'ORAZIO WEALTH ADVISORS

VIENNA, VA · CRD 131976 · IAPD ↗ · 703-269-3100

$1.44BRegulatory AUM
7Advisory reps
11Employees
1Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
March 2025 — D'ORAZIO WEALTH ADVISORS notice-filed in NJ, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2025 — D'ORAZIO WEALTH ADVISORS moved its main office from FALLS CHURCH, VA to VIENNA, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
March 2025 — D'ORAZIO & ASSOCIATES, INC. is now doing business as D'ORAZIO WEALTH ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.