Overview
Assets Under Management: $1.0 billion
Headquarters: BEAVER, PA
High-Net-Worth Clients: 304
Average Client Assets: $3 million
Frequently Asked Questions
DINUZZO PRIVATE WEALTH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112778), DINUZZO PRIVATE WEALTH, INC. is subject to fiduciary duty under federal law.
DINUZZO PRIVATE WEALTH, INC. is headquartered in BEAVER, PA.
DINUZZO PRIVATE WEALTH, INC. serves 304 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, DINUZZO PRIVATE WEALTH, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
DINUZZO PRIVATE WEALTH, INC. manages $1.0 billion in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, DINUZZO PRIVATE WEALTH, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 304
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.71
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,545
Discretionary Accounts: 2,545
Regulatory Filings
CRD Number: 112778
Filing ID: 1963959
Last Filing Date: 2025-03-20 22:30:00
Website: https://dinuzzo.com