Dinuzzo Private Wealth, Inc.
● SEC registered since 2000CRD 112778SEC# 801-57384Beaver, PA
Reg. AUM
$1.18B
Employees
19
Accounts
2,592
Location
Beaver, PA
Dinuzzo Private Wealth, Inc. assets under management
Dinuzzo Private Wealth, Inc. operates as an SEC-registered investment adviser based in Beaver, PA. The firm has been registered since 2000. It reports $1.2 billion in regulatory assets under management and employs 19 people.
Dinuzzo Private Wealth, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Raymond Potts Control | Chief Operating Officer | Under 5% | 2026 |
| Mark Samuel Dinuzzo Control | Co-Managing Director, Executive Vice-President, Risk Management Team Leader | 25-50% | 1997 |
| Michael Vincent Dinuzzo Control | Co-Managing Director, Senior Vice President, Risk Management Team Co-Leader | 5-10% | 2010 |
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Join to unlock · $37/moFrequently asked questions
How much does Dinuzzo Private Wealth, Inc. manage?
Dinuzzo Private Wealth, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Dinuzzo Private Wealth, Inc. have?
Dinuzzo Private Wealth, Inc. reports 19 employees.
Where is Dinuzzo Private Wealth, Inc. located?
Dinuzzo Private Wealth, Inc. is based in Beaver, PA and has been SEC-registered since 2000.
Does Dinuzzo Private Wealth, Inc. disclose fund performance?
Dinuzzo Private Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1501 3rd St., Beaver, PA 15009 |
| Phone | 724-728-6564 |
| Fax | 724-728-2998 |
| Office hours | Mon-Thurs, 8:30a.m. To 5:00p.m.; Fri, 8:30a.m.-4:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1994563 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.18B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$1.18Bregulatory AUM
Discretionary $1.18B