{
  "crd_number": 112778,
  "slug": "dinuzzo-private-wealth-inc-beaver-pa-112778",
  "primary_business_name": "DINUZZO PRIVATE WEALTH, INC.",
  "legal_name": "DINUZZO PRIVATE WEALTH, INC.",
  "dbas": [
    "DINUZZO EMERGING WEALTH",
    "DINUZZO FAMILY OFFICE",
    "DINUZZO MIDDLE-MARKET FAMILY OFFICE",
    "DINUZZO WEALTH MANAGEMENT",
    "PAPI MINDSETCOACH"
  ],
  "city": "Beaver",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-04-07",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-09-14",
  "carried_forward": false,
  "raum_total": 1177328579.0,
  "raum_discretionary": 1177328579.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 19,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1046206.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 191699328.0,
      "count": 440
    },
    "pension_profit_sharing": {
      "raum": 40911405.0,
      "count": 17
    },
    "high_net_worth_individuals": {
      "raum": 941952358.0,
      "count": 339
    },
    "corporations_other_businesses": {
      "raum": 1719282.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "KY",
    "MD",
    "MI",
    "NC",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX",
    "VA",
    "WV"
  ],
  "websites": [
    "https://dinuzzo.com",
    "https://dinuzzofamilyoffice.com",
    "https://dinuzzoprivatewealth.com",
    "https://facebook.com/dinuzzowealthmanagement",
    "https://facebook.com/profile.php?id=61556162742179",
    "https://facebook.com/profile.php?id=61556211609417",
    "https://instagram.com/@papimindsetcoach",
    "https://linkedin.com/company/dinuzzo-wealth-management",
    "https://linkedin.com/in/carl-hartman-chfc%C2%AE-aif%C2%AE-2a705299",
    "https://linkedin.com/in/jacob-potts-cfp%C2%AE-chfc%C2%AE-aif%C2%AE-524189b7",
    "https://linkedin.com/in/ken-mcdaniel-1b685115",
    "https://linkedin.com/in/lesliewolford",
    "https://linkedin.com/in/mark-dinuzzo-a7a3a31bb",
    "https://linkedin.com/in/mike-dinuzzo-cfp%c2%ae-chfc%c2%ae-aif%c2%ae-ms-7323bb55",
    "https://linkedin.com/in/p-j-dinuzzo-cpa-pfs%E2%84%A2-mba-mstx-45041355",
    "https://linkedin.com/in/robert-graham-a6774273",
    "https://pjdinuzzo.com",
    "https://tiktok.com/@papimindsetcoach",
    "https://x.com/papimindset",
    "https://youtube.com/channel/UC2cumMt1SXpyWxJ7bLDXbSg",
    "https://youtube.com/channel/UCc27g2ePR1QHMEt6tA_5Ylw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112778",
  "city_as_filed": "BEAVER",
  "url": "https://advisorcensus.com/firm/dinuzzo-private-wealth-inc-beaver-pa-112778",
  "display_name": "Dinuzzo Private Wealth, Inc.",
  "summary": "Dinuzzo Private Wealth, Inc. is an SEC-registered investment advisory firm in Beaver, PA, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.",
  "citation": "AdvisorCensus. Dinuzzo Private Wealth, Inc. (CRD 112778): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Dinuzzo Private Wealth, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dinuzzo Private Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Dinuzzo Private Wealth, Inc. located?",
      "a": "Dinuzzo Private Wealth, Inc.'s principal office is in Beaver, PA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Dinuzzo Private Wealth, Inc. registered with the SEC or a state?",
      "a": "Dinuzzo Private Wealth, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 112778."
    },
    {
      "q": "How much does Dinuzzo Private Wealth, Inc. manage?",
      "a": "Dinuzzo Private Wealth, Inc. reports $1,177,328,579 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Dinuzzo Private Wealth, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Dinuzzo Private Wealth, Inc.: Regulatory assets under management: $795,211,000 in the October 2021 data and $1,177,328,579 in the October 2026 data, up 48%. Total employees: 15 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Dinuzzo Private Wealth, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (440); high net worth individuals (339); pension and profit sharing plans (but not the plan participants or government pension plans) (17)."
    },
    {
      "q": "Which custodians does Dinuzzo Private Wealth, Inc. use?",
      "a": "Dinuzzo Private Wealth, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Dinuzzo Private Wealth, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112778"
    },
    {
      "q": "What changed in Dinuzzo Private Wealth, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,012,887,070 to $1,177,328,579 (+16%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 795211000.0,
      "total_employees": 15,
      "filing_date": "2021-07-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 929492175.0,
      "total_employees": 19,
      "filing_date": "2022-05-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 842108771.0,
      "total_employees": 19,
      "filing_date": "2023-04-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 946475627.0,
      "total_employees": 20,
      "filing_date": "2024-09-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1012887070.0,
      "total_employees": 19,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1177328579.0,
      "total_employees": 19,
      "filing_date": "2026-09-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,012,887,070 to $1,177,328,579 (+16%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/dinuzzo-private-wealth-inc-beaver-pa-112778.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 440,
      "fewer_than_5": false,
      "raum": 191699328.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 339,
      "fewer_than_5": false,
      "raum": 941952358.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 40911405.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1046206.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1719282.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112778",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}