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DINUZZO PRIVATE WEALTH, INC.
CRD 112778File 801-57384
APPROVED
Retail clients
Custody
Filing as of Mar 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.18B
Above cohort median (national)
Discretionary AUM
$1.18B
Clients
796
2,592 accounts
Employees
19
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 7, 2000
- Principal office
- 1501 3RD ST., BEAVER, PA, 15009
- Phone
- 724-728-6564
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.18B
- Discretionary AUM
- $1.18B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,592
- Non-discretionary accounts
- 0
- Total accounts
- 2,592
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.7M |
| Charitable organizations | Fewer than 5 | $1.0M |
| High net worth individuals | 339 | $942.0M |
| Pension and profit sharing plans | 17 | $40.9M |
| Individuals (other than high net worth individuals) | 440 | $191.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.