DiNuzzo Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, business succession planning, estate planning, family office services, insurance, philanthropic planning, and tax planning. Financial planning was provided to 500 clients last fiscal year.
DiNuzzo Private Wealth reports 796 clients. They include 440 individual clients, 339 high-net-worth individuals, and 17 pension and profit-sharing plans. Of its assets, 100.0% ($1.18B across 2,592 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 16% |
| High-net-worth individuals | 43% | 80% |
| Pension and profit-sharing plans | 2% | 3% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 440 | $192M | 16.3% | $436K |
| High-net-worth individuals | 339 | $942M | 80.0% | $2.78M |
| Pension and profit-sharing plans | 17 | $40.9M | 3.5% | $2.41M |
| Charitable organizations | Fewer than 5 | $1.05M | 0.1% | — |
| Corporations and other businesses | Fewer than 5 | $1.72M | 0.1% | — |
| Total | 796 | $1.18B | 100% | — |
- Clients
- 440
- Regulatory AUM
- $192M
- AUM share
- 16.3%
- Avg. per client
- $436K
- Clients
- 339
- Regulatory AUM
- $942M
- AUM share
- 80.0%
- Avg. per client
- $2.78M
- Clients
- 17
- Regulatory AUM
- $40.9M
- AUM share
- 3.5%
- Avg. per client
- $2.41M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.05M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.72M
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 796
- Regulatory AUM
- $1.18B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
DiNuzzo Private Wealth charges 0.75%–1.25% a year for its Investment management fee. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- DiNuzzo Emerging Wealth
- Discretionary investment advisory services through DiNuzzo Emerging Wealth are charged an annual fee of 0.80% of the market value of assets under management.
- Tax Services
- Tax services are provided at no additional cost to households with net advisory fees of $22,500 or more a year; other households may be charged a separate fee agreed in writing.
Patrick Dinuzzo owns 50% to 75% of DiNuzzo Private Wealth. The leadership team of DiNuzzo Private Wealth includes President Patrick Dinuzzo and Chief Operating Officer Jacob Potts. It has 19 employees, 8 of them in advisory roles.
Leadership
- Patrick DinuzzoCo-Managing Director, CEO, President, Director, Chief Investment Officer, Chief Compliance Officer
- Mark DinuzzoCo-Managing Director, Executive Vice-President, Risk Management Team Leader
- Michael DinuzzoCo-Managing Director, Senior Vice President, Risk Management Team Co-Leader
- Jacob PottsChief Operating Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Mark Samuel Dinuzzo
- Michael Vincent Dinuzzo
- Patrick Joseph Dinuzzo
- Robert Francis Graham
- Carl Joseph Hartman
- Kenneth Michael McDaniel
- Jacob Raymond Potts
- Leslie Dawn Wolford
Staff
- 19 employees
- 8 in advisory functions
- 8 state-registered reps
- 3 broker-dealer reps
- 3 insurance agents
- Owns 50% to 75% of Dinuzzo Private Wealth, Inc.
Patrick Dinuzzo
Control person · since September 1989
- Owns 25% to 50% of Dinuzzo Private Wealth, Inc.
Mark Dinuzzo
Control person · since December 1997
- Owns 5% to 10% of Dinuzzo Private Wealth, Inc.
Michael Dinuzzo
Control person · since March 2010
DiNuzzo Private Wealth’s regulatory assets grew from $795M (July 2021) to $1.18B (September 2026); clients were 796 in both filings and employees rose from 15 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.18B | 796 | 19 | 7 |
| March 2025 | $1.01B | 804 | 19 | 6 |
| March 2024 | $946M | 810 | 20 | 6 |
| April 2023 | $842M | 819 | 19 | 7 |
| May 2022 | $929M | 826 | 19 | 7 |
| July 2021 | $795M | 798 | 15 | 3 |
Besides its headquarters, DiNuzzo Private Wealth has 6 offices (5 private residences, listed without an address), with 2 listed addresses in Pennsylvania.
Pennsylvania · 2 listed addresses
- 1501 3rd St., BeaverHQ
- 6425 Living Place, Second Floor, Pittsburgh
Other business names
DiNuzzo Private Wealth has reported 5 other business names to the SEC.
- Dinuzzo Emerging Wealth
- Dinuzzo Family Office
- Dinuzzo Middle-Market Family Office
- Dinuzzo Wealth Management
- Papi Mindsetcoach
Contact and registration details
- Legal name
- Dinuzzo Private Wealth, Inc.
- Headquarters
- 1501 3rd St., Beaver, PA 15009
- Website
- dinuzzo.com
- Phone
- 724-728-6564
- @dinuzzo-wealth-management
- SEC file
- 801-57384
- Founded
- 1989
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
DiNuzzo Private Wealth uses Charles Schwab ($1.01B, 88%) and Fidelity ($140M, 12%) as custodians for its separately managed accounts. DiNuzzo Private Wealth has custody of $217M in client assets for 268 clients.
- FidelityNational Financial Services LLC · Boston, MA · $140M12%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.01B88%
At year end, DiNuzzo Private Wealth’s separately managed accounts were mostly in funds (94%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.01B across 1,347 positions; the largest are Dimensional ETF Trust (11.5%), Dimensional ETF Trust (9.8%) and Dimensional ETF Trust (9.5%).
What the accounts hold
- Stocks3%
- Funds94%
- Bonds1%
- Cash2%
Reported 13F holdings
- $1.01B
- Reported 13F value
- 1,347
- Positions
- 68.1%
- In the 10 largest
- +8.9%
- Value vs. prior quarter
- Dimensional ETF Trust · Core Fixe IN ETF11.5%
- Dimensional ETF Trust · Shor Dur Fix ETF9.8%
- Dimensional ETF Trust · US Equi Mark ETF9.5%
- Dimensional ETF Trust · US Larg Valu ETF6.9%
- Dimensional ETF Trust · US Small Cap ETF5.9%
- Dimensional ETF Trust · Global Real Est5.3%
- Dimensional ETF Trust · Intl Core Equity5.1%
- Dimensional ETF Trust · US High Prof ETF5.1%
- Dimensional ETF Trust · US Small Cap ETF5.0%
- Dimensional ETF Trust · US Cor Equ 2 ETF4.0%
Together, the ten largest are 68.1% of reported value.
How many clients does DiNuzzo Private Wealth have?
DiNuzzo Private Wealth has 796 clients and manages $1.18 billion for them, as of September 2026. They include 440 individual clients, 339 high-net-worth individuals, and 17 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does DiNuzzo Private Wealth offer?
DiNuzzo Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, business succession planning, estate planning, family office services, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does DiNuzzo Private Wealth charge?
DiNuzzo Private Wealth charges 0.75%–1.25% a year for its Investment management fee. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000.
Which custodians does DiNuzzo Private Wealth use?
DiNuzzo Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.01B and National Financial Services LLC (Boston, MA), with $140M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does DiNuzzo Private Wealth have?
DiNuzzo Private Wealth has 8 investment adviser representatives registered with state securities authorities, out of 19 employees, and 8 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does DiNuzzo Private Wealth invest in?
At the end of its last fiscal year, DiNuzzo Private Wealth’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 2% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does DiNuzzo Private Wealth have a minimum investment?
Yes, DiNuzzo Private Wealth’s minimum account size for its Investment management fee is $2M.
Who owns DiNuzzo Private Wealth?
DiNuzzo Private Wealth’s direct owners are Patrick Dinuzzo (50% to 75%), Mark Dinuzzo (25% to 50%) and Michael Dinuzzo (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does DiNuzzo Private Wealth get paid?
DiNuzzo Private Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is DiNuzzo Private Wealth registered with the SEC?
Yes, DiNuzzo Private Wealth has been registered with the SEC as an investment adviser since 7 April 2000. Its CRD number is 112778 and its SEC file number is 801-57384.
Source: Form ADV Part 1A, Item 1, filed 14 September 2026; IAPD firm record
How do I contact DiNuzzo Private Wealth?
DiNuzzo Private Wealth’s main office is at 1501 3rd St., Beaver, PA 15009. Its phone number is 724-728-6564. Its website is dinuzzo.com.