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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 14, 2025 and March 31, 2026, reported AUM increased 9.1%, from $1.3B to $1.4B.
Across 5 reported observations, AUM increased 20.7% between November 21, 2022 and March 31, 2026, from $1.2B to $1.4B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 7 advisory representatives and 292 clients, or 41.7 clients per representative. That equates to $4.9M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Unlock allContacts
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
SMA allocation detail is available
D'orazio Wealth Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
D'orazio Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.