D'ORAZIO & ASSOCIATES, INC.
Legal name: D'ORAZIO WEALTH ADVISORS
CRD #131976 SEC #801-63706 VIENNA, VA 703-269-3100
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
10
Clients
251
Accounts
1,860
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.3B | $0 | 10 | 1 |
| Feb 2025 | $1.3B | $1.3B | $0 | 10 | 1 |
| Feb 2025 | $1.3B | $1.3B | $0 | 10 | 1 |
| Mar 2024 | $1.2B | $1.2B | $0 | 9 | 0 |
| Mar 2023 | $1B | $1B | $1.6M | 9 | 0 |
| Nov 2022 | $1.2B | $1.2B | $1.9M | 8 | 0 |
| Mar 2022 | $1.2B | $1.2B | $1.9M | 8 | 0 |
| Jul 2021 | $1.1B | $1.1B | $1.9M | 5 | 0 |
| Jul 2021 | $1.1B | $1.1B | $1.9M | 5 | 0 |
| Feb 2021 | $1.1B | $1.1B | $1.9M | 5 | 0 |
| Feb 2021 | $1.1B | $1.1B | $1.9M | 5 | 0 |
| Oct 2020 | $1B | $1B | $1.4M | 7 | 0 |
| Jun 2020 | $1B | $1B | $1.4M | 7 | 0 |
| Mar 2020 | $1B | $1B | $1.4M | 7 | 0 |
| Oct 2019 | $861.5M | $861.5M | $0 | 8 | 0 |
| Jul 2019 | $861.5M | $861.5M | $0 | 8 | 0 |
| Feb 2019 | $861.5M | $861.5M | $0 | 8 | 0 |
| Oct 2018 | $941.8M | $941.8M | $0 | 7 | 0 |
| Mar 2018 | $941.8M | $941.8M | $0 | 7 | 0 |
| Apr 2017 | $811.6M | $811.6M | $0 | 7 | 200 |
| Feb 2017 | $811.6M | $811.6M | $0 | 7 | 200 |
| Mar 2016 | $782.9M | $782.9M | $0 | 6 | 200 |
| Oct 2015 | $792.3M | $792.3M | $0 | 7 | 200 |
| Jul 2015 | $792.3M | $792.3M | $0 | 7 | 200 |
| Jun 2015 | $792.3M | $792.3M | $0 | 7 | 200 |
| Apr 2015 | $792.3M | $792.3M | $0 | 7 | 200 |
| Feb 2015 | $792.3M | $792.3M | $0 | 7 | 200 |
| Oct 2014 | $696.6M | $696.6M | $0 | 7 | 200 |
| Mar 2014 | $696.6M | $696.6M | $0 | 7 | 200 |
| Feb 2013 | $601.8M | $601.8M | $0 | 7 | 300 |
| Feb 2012 | $517.1M | $517.1M | $0 | 6 | 300 |
| Mar 2011 | $526.3M | $526.3M | $0 | 10 | -- |
| Dec 2010 | $483.1M | $483.1M | $0 | 10 | -- |
| Oct 2010 | $483.1M | $483.1M | $0 | 10 | -- |
| Jan 2008 | $347.6M | $347.6M | $0 | 10 | -- |
| Mar 2007 | $274.6M | $274.6M | $0 | 10 | -- |
| Mar 2006 | $224.8M | $224.8M | $0 | 10 | -- |
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients1
DateFeb 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients1
DateFeb 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients1
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$1.6M
Employees9
Clients0
DateNov 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$1.9M
Employees8
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$1.9M
Employees8
Clients0
DateJul 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.9M
Employees5
Clients0
DateJul 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.9M
Employees5
Clients0
DateFeb 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.9M
Employees5
Clients0
DateFeb 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.9M
Employees5
Clients0
DateOct 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$1.4M
Employees7
Clients0
DateJun 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$1.4M
Employees7
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$1.4M
Employees7
Clients0
DateOct 2019
Total AUM$861.5M
Discretionary$861.5M
Non-Disc.$0
Employees8
Clients0
DateJul 2019
Total AUM$861.5M
Discretionary$861.5M
Non-Disc.$0
Employees8
Clients0
DateFeb 2019
Total AUM$861.5M
Discretionary$861.5M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$941.8M
Discretionary$941.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$941.8M
Discretionary$941.8M
Non-Disc.$0
Employees7
Clients0
DateApr 2017
Total AUM$811.6M
Discretionary$811.6M
Non-Disc.$0
Employees7
Clients200
DateFeb 2017
Total AUM$811.6M
Discretionary$811.6M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$782.9M
Discretionary$782.9M
Non-Disc.$0
Employees6
Clients200
DateOct 2015
Total AUM$792.3M
Discretionary$792.3M
Non-Disc.$0
Employees7
Clients200
DateJul 2015
Total AUM$792.3M
Discretionary$792.3M
Non-Disc.$0
Employees7
Clients200
DateJun 2015
Total AUM$792.3M
Discretionary$792.3M
Non-Disc.$0
Employees7
Clients200
DateApr 2015
Total AUM$792.3M
Discretionary$792.3M
Non-Disc.$0
Employees7
Clients200
DateFeb 2015
Total AUM$792.3M
Discretionary$792.3M
Non-Disc.$0
Employees7
Clients200
DateOct 2014
Total AUM$696.6M
Discretionary$696.6M
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$696.6M
Discretionary$696.6M
Non-Disc.$0
Employees7
Clients200
DateFeb 2013
Total AUM$601.8M
Discretionary$601.8M
Non-Disc.$0
Employees7
Clients300
DateFeb 2012
Total AUM$517.1M
Discretionary$517.1M
Non-Disc.$0
Employees6
Clients300
DateMar 2011
Total AUM$526.3M
Discretionary$526.3M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$483.1M
Discretionary$483.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$483.1M
Discretionary$483.1M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$347.6M
Discretionary$347.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$274.6M
Discretionary$274.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees10
Clients--