Dinuzzo Private Wealth, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Beaver, PA. Its latest Form ADV filing, dated March 28, 2026, reports $1.2B in regulatory assets under management, 19 employees, 5 offices, and 2,592 accounts.
Top client segmentIndividuals represent 55.3% of total clients.
Top client categories% of clientsClients
1
Individuals
55.3%
440
2
HNWI
42.6%
339
3
Pension Plans
2.1%
17
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 28, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts2,592
10Y AUM Change+$615M (+109.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee42:1
10Y Employee Change+4 (+26.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.