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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does DiNuzzo Private Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does DiNuzzo Private Wealth charge?","answer":"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.","source":"ADV PART 2A, filed 19 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does DiNuzzo Private Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does DiNuzzo Private Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does DiNuzzo Private Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does DiNuzzo Private Wealth have a minimum investment?","answer":"Yes, DiNuzzo Private Wealth’s minimum account size for its Investment management fee is $2M.","source":"ADV PART 2A, filed 19 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns DiNuzzo Private Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does DiNuzzo Private Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is DiNuzzo Private Wealth registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact DiNuzzo Private Wealth?","answer":"DiNuzzo Private Wealth’s main office is at 1501 3rd St., Beaver, PA 15009. Its phone number is 724-728-6564. 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`sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}