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DINUZZO PRIVATE WEALTH, INC.
CRD 112778 · SEC 801-57384
1501 3RD ST., BEAVER, PA, 15009, United States
Phone
724-728-6564
Fax
724-728-2998
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.18B
Discretionary AUM
$1.18B
Team
19 total employees; 8 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 440 | $191.7M |
| High net worth individuals | 339 | $942.0M |
| Pension/profit sharing plans | 17 | $40.9M |
States served
CA, KY, MD, MI, NJ, NY, NC, OH, PA, VA, WV, TX, FL
All web addresses on file
- https://www.dinuzzofamilyoffice.com
- https://www.youtube.com/channel/UC2cumMt1SXpyWxJ7bLDXbSg
- https://www.youtube.com/channel/UCc27g2ePR1QHMEt6tA_5Ylw
- https://www.linkedin.com/company/dinuzzo-wealth-management/
- https://www.facebook.com/dinuzzowealthmanagement/
- https://www.facebook.com/profile.php?id=61556211609417
- https://www.dinuzzoprivatewealth.com
- https://www.linkedin.com/in/ken-mcdaniel-1b685115/
- https://www.linkedin.com/in/carl-hartman-chfc%C2%AE-aif%C2%AE-2a705299/
- https://www.linkedin.com/in/robert-graham-a6774273/
- https://www.linkedin.com/in/jacob-potts-cfp%C2%AE-chfc%C2%AE-aif%C2%AE-524189b7/
- https://www.linkedin.com/in/leslietn/
- https://www.linkedin.com/in/mark-dinuzzo-a7a3a31bb/
- https://www.instagram.com/@papimindsetcoach/
- https://www.tiktok.com/@papimindsetcoach
- https://www.pjdinuzzo.com/
- https://x.com/papimindset
- https://www.dinuzzo.com
- https://www.linkedin.com/in/p-j-dinuzzo-cpa-pfs%E2%84%A2-mba-mstx-45041355/
- https://www.linkedin.com/in/mike-dinuzzo-cfp%c2%ae-chfc%c2%ae-aif%c2%ae-ms-7323bb55/
- https://www.facebook.com/profile.php?id=61556162742179
Official SEC filing: View on IAPD