# Dinuzzo Private Wealth, Inc.

> 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.

- CRD: 112778
- Filed as: DINUZZO PRIVATE WEALTH, INC.
- Also doing business as: DINUZZO EMERGING WEALTH, DINUZZO FAMILY OFFICE, DINUZZO MIDDLE-MARKET FAMILY OFFICE, DINUZZO WEALTH MANAGEMENT, PAPI MINDSETCOACH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beaver, PA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112778
- AdvisorCensus page: https://advisorcensus.com/firm/dinuzzo-private-wealth-inc-beaver-pa-112778

## Quick answers

**How is Dinuzzo Private Wealth, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Dinuzzo Private Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Dinuzzo Private Wealth, Inc. located?**
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).

**Is Dinuzzo Private Wealth, Inc. registered with the SEC or a state?**
Dinuzzo Private Wealth, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 112778.

**How much does Dinuzzo Private Wealth, Inc. manage?**
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).

**How have Dinuzzo Private Wealth, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Dinuzzo Private Wealth, Inc. serve?**
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).

**Which custodians does Dinuzzo Private Wealth, Inc. use?**
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.

**Does Dinuzzo Private Wealth, Inc. report any disciplinary disclosures?**
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

**What changed in Dinuzzo Private Wealth, Inc.'s recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,177,328,579
- Discretionary: $1,177,328,579
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 440 | $191,699,328 |
| High net worth individuals | 339 | $941,952,358 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $40,911,405 |
| Charitable organizations | Fewer than 5 | $1,046,206 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,719,282 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2000 (26 years)
- Employees: 19 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, KY, MD, MI, NC, NJ, NY, OH, PA, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Pittsburgh, PA

### Websites listed on Form ADV (Item 1.I)
- dinuzzo.com
- dinuzzofamilyoffice.com
- dinuzzoprivatewealth.com
- pjdinuzzo.com
- Facebook @dinuzzowealthmanagement
- Facebook facebook.com
- Instagram @papimindsetcoach
- LinkedIn @dinuzzo-wealth-management
- LinkedIn @carl-hartman-chfc®-aif®-2a705299
- LinkedIn @jacob-potts-cfp®-chfc®-aif®-524189b7
- LinkedIn @ken-mcdaniel-1b685115
- LinkedIn @lesliewolford
- LinkedIn @mark-dinuzzo-a7a3a31bb
- LinkedIn @mike-dinuzzo-cfp®-chfc®-aif®-ms-7323bb55
- LinkedIn @p-j-dinuzzo-cpa-pfs™-mba-mstx-45041355
- LinkedIn @robert-graham-a6774273
- TikTok @papimindsetcoach
- X @papimindset
- YouTube @UC2cumMt1SXpyWxJ7bLDXbSg
- YouTube @UCc27g2ePR1QHMEt6tA_5Ylw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $795,211,000 | 15 | July 7, 2021 |
| October 2022 | $929,492,175 | 19 | May 5, 2022 |
| October 2023 | $842,108,771 | 19 | April 6, 2023 |
| October 2024 | $946,475,627 | 20 | September 12, 2024 |
| October 2025 | $1,012,887,070 | 19 | March 20, 2025 |
| October 2026 | $1,177,328,579 | 19 | September 14, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dinuzzo Private Wealth, Inc. (CRD 112778): Form ADV filing data as of October 2026.