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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-08-2004
- Office Locations
- 1
Office Locations
About D'orazio Wealth Advisors
DOrazio Wealth Advisors (Vienna, VA) has guided clients since 2004, helping business owners and executives navigate retirement and business-sale planning, estate and inheritance decisions, major purchases, and executive compensation. The firm pairs a comprehensive financial plan with an explicit tax strategy and coordinated oversight of managed and held-away assets. Portfolios emphasize asset allocation and risk management using public funds and ETFs, with fixed income exposure, often on Schwab or Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW TODD ESKELSEN
Portfolio Manager, Secretary, TREASURER
- CRD
- #5859921
- Ownership
- 25% but less than 50%
JEREMY LYNN MEEK
Associate Advisor
- CRD
- #5383540
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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BENJAMIN RICHARD CORSON
Investment Advisor Representative
- CRD
- #6074174
JOSEPH ANTHONY DORAZIO
Associate Portfolio Manager
- CRD
- #2097189
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,440,424,157 | $4,966,980 |
| Non-Discretionary | $2,316,290 | $2,316,290 |
| Total | $1,442,740,447 | $4,957,871 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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