DINUZZO PRIVATE WEALTH, INC.

CRD

112778

SEC file #

801-57384

EIN

232934855

DBA names

—

Economics

AUM

$1.18B

AUM band

$1B+

AUM trajectory

'20 · $716.4M

'21 · $780.3M

'22 · $795.2M

'23 · $929.5M

'25 · $1.01B

'26 · $1.18B

'20'26

$716.4M → $1.18B▲ +64%

sec adv history

Client mix

Individuals Other	440
Individuals High Net Worth	339
Pension Profit Sharing Plans	17

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 9 advisors

'21 · 10 advisors

'22 · 9 advisors

'23 · 9 advisors

'25 · 8 advisors

'26 · 8 advisors

'20'26

9 advisors → 8 advisors▼ -11%

sec adv history

Primary office

BEAVER PA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUM

Filings

Latest ADV filing

03/28/2026

ADV-W filed at

—

Website

dinuzzo.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

DINUZZO, PATRICK, JOSEPH

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

DINUZZO, PATRICK, JOSEPH

DINUZZO, MARK, SAMUEL

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

DINUZZO.COM

Rdap Domain Creation Date

1999-06-02T16:45:17Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

35,844

Form 5500 Compensation Trajectory 3y

2025

35,844

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

35,844

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001994563

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-02-06

Edgar Last Filing Date

2026-04-08

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-08

Accession0001994563-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

1501 3RD STREETBEAVER, PA 15009

Business

1501 3RD STREETBEAVER, PA 15009

Edgar EIN

232934855

Edgar Recent Filings

13F-HR2026-04-08 · 0001994563-26-000002

13F-HR2026-01-16 · 0001994563-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2034-06-02T16:45:55Z

Rdap Domain Last Changed

2024-06-02T17:14:11Z

Rdap Nameservers

Ns41.worldnic.comNs42.worldnic.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

2318057

Trust Company Affiliate