DINUZZO PRIVATE WEALTH, INC.

RIASEC RegisteredEst. 2000

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$454K

Accounts

2,592

Employees

Advisory reps

Firm details

Headquarters: BEAVER, Pennsylvania
CRD number: 112778
Registered since: April 7, 2000
Website: www.dinuzzo.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI80.01%
Individuals16.28%
Pension & Profit Sharing Plans3.47%
Corporations / Businesses0.15%
Charitable Organizations0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Dinuzzo Private Wealth, Inc. is an independent SEC-registered registered investment adviser that manages wealth for both high-net-worth individuals and institutions. The firm operates on a percentage-of-AUM fee model and provides financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management and pension consulting. Investment practice favors broad use of pooled vehicles—mutual funds and ETFs—for core exposure, with a clear emphasis on scalable, liquid solutions and an integration of ESG criteria into manager selection and portfolio construction. The firm also allocates to third-party alternative managers to complement public markets exposure; private equity, hedge funds and real estate are listed as part of its external alternatives program. Dinuzzo Private Wealth, Inc. was recognized as a Top RIA Firms by FA Magazine in 2020.