Shareholder; Vice President (02/2023) · D'orazio Wealth Advisors
Jeremy L. Meek
CRD 5383540 · Named on Form ADV at one SEC-registered adviser
At a glance
D'orazio Wealth Advisors, an SEC-registered wealth manager based in Vienna, VA with $1.4 billion in regulatory assets, lists Jeremy L. Meek on its Form ADV as Shareholder; Vice President (02/2023), a control person.
Firms and roles
- D'orazio Wealth AdvisorsShareholder; Vice President (02/2023)Wealth manager · Vienna, VA · $1.4B in regulatory assets
AtlasMembers
Jeremy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Jennifer D. VanlandinghamVice President; Trustee of the Jayde Trust (02/2004), D'orazio Wealth Advisors
- David B TrennerShareholder; President and Chief Compliance Officer (02/2023), D'orazio Wealth Advisors
- Andrew T. EskelsenShareholder, Treasurer, Secretary, D'orazio Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeremy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.