DiNuzzo Private Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,133,651,686
Clients
779
Advisors
8
across 3 offices
About
DiNuzzo Private Wealth provides discretionary investment management, financial planning and retirement plan consulting to individuals, high‑net‑worth families, business owners and institutional plan sponsors. The firm operates multiple service platforms — Wealth Management for $2M–$10M households, Family Office and Middle‑Market Family Office for multi‑million and multi‑hundred‑million net worth clients, and an automated DiNuzzo Emerging Wealth option for investors beginning to accumulate assets.
The firm builds globally diversified, index‑oriented portfolios using mutual funds and ETFs and applies Modern Portfolio Theory principles, with ongoing monitoring, discretionary rebalancing and the option to allocate to third‑party managers. It commonly uses institutional mutual funds (including Dimensional Fund Advisors) in client portfolios, provides ERISA 3(21)/3(38) fiduciary services for retirement plans, and documents use of technology and AI tools under written policies.
What is notable compared with many peers is the breadth of services under one firm: a full family‑office offering (estate, tax, captive insurance, concierge medicine planning, private equity and succession planning), a separate streamlined automated advisory platform, and an affiliated insurance/producer agency alongside limited commission‑based product activity. The firm also maintains multiple office locations, discloses prior referral arrangements with major custodians and emphasizes formal cybersecurity, confidentiality and AI governance controls.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $50,000,000: 0.75% $50,000,001 - No limit (negotiated): Negotiated
Commission-based sales of insurance and certain products through affiliated registered representatives; constitutes less than 10% of revenue.
Account minimum: $2,000,000 Minimum fee: Minimum net advisory fees of $22,500 per year for full services. Fee-only: Advisory fees charged; no commission fees for investment advisory services except limited insurance and commission transactions separately.
Main office
See office1501 3rd St.
Beaver PA 15009
Advisors at this office
5
Offices (3)
Most active in
California · Florida · Kentucky · Maryland · Michigan · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Texas · Virginia · West Virginia
Also doing business as
Dinuzzo Emerging Wealth · Dinuzzo Family Office · Dinuzzo Index Advisors, Inc. · Dinuzzo Investment Advisors Inc. · Dinuzzo Middle Market Family Office · Dinuzzo Private Wealth, Inc. · Dinuzzo Wealth Management · Papi Mindsetcoach
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark D
CFP®, ChFC®, Series 63, Series 65
Tampa, FL
DiNuzzo Private Wealth, Inc.
Mark Dinuzzo is a CFP® and ChFC® credentialed advisor with 28 years of industry experience. He has been a principal at DiNuzzo Private Wealth, Inc. since 1997 and has worked with Beaconsfield Financial Services Inc. for over 17 years. DiNuzzo Private Wealth, Inc. offers discretionary investment management, financial planning, and retirement plan consulting to individuals, families, business owners, and institutional plan sponsors. The firm provides a range of service platforms, including wealth management for high-net-worth households, family office services, and an automated advisory option, managing globally diversified, index-oriented portfolios with ongoing monitoring and discretionary rebalancing.
Patrick D
PFS™, Series 63, Series 65
Tampa, FL
DiNuzzo Private Wealth, Inc.
Patrick Dinuzzo is a financial advisor at DiNuzzo Private Wealth, Inc. with 28 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Dinuzzo has operated Dinuzzo Index Advisors, Inc. since 1989. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers multiple service platforms, including Wealth Management, Family Office services, and an automated emerging wealth option, utilizing globally diversified, index-oriented portfolios based on Modern Portfolio Theory principles.
Robert G
CFP®, Series 63, Series 66
Beaver, PA
DiNuzzo Private Wealth, Inc.
Robert Graham is a CFP® with 34 years of experience in the financial industry. He has been with DiNuzzo Private Wealth, Inc. since 2016. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers a range of service platforms, including Wealth Management, Family Office, and an automated Emerging Wealth option, and builds globally diversified, index-oriented portfolios using mutual funds and ETFs based on Modern Portfolio Theory.
Michael D
CFP®, ChFC®, Series 63, Series 65
Beaver, PA
DiNuzzo Private Wealth, Inc.
Michael Dinuzzo is a CFP® and ChFC® with 16 years of industry experience. He is a senior vice-president at DiNuzzo Private Wealth, Inc., where he has worked since 2010, and previously worked at Beaconfield Financial Services. DiNuzzo Private Wealth serves individuals, high-net-worth families, business owners, and institutional plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs globally diversified, index-oriented portfolios based on Modern Portfolio Theory and provides a range of services including full family-office offerings and an automated advisory platform.
Carl H
ChFC®, Series 63, Series 65
Beaver, PA
DiNuzzo Private Wealth, Inc.
Carl Hartman is a financial advisor with DiNuzzo Private Wealth, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 19 years of industry experience. Hartman has been with Dinuzzo Index Advisors, Inc. since 2007. DiNuzzo Private Wealth offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm utilizes globally diversified, index-oriented portfolios and provides a range of service platforms, including wealth management, family office services, and an automated advisory option for emerging investors.
Kenneth M
Series 65
Beaver, PA
DiNuzzo Private Wealth, Inc.
Kenneth Mc Daniel is a financial advisor at DiNuzzo Private Wealth, Inc. with six years of industry experience. He holds a Series 65 designation and has worked previously at DiNuzzo Index Advisors, Inc., Advance Auto Parts, and Citizens Financial Group. Outside of his advisory role, he is the owner and enrolled agent of McDaniel Tax Company, where he provides tax preparation and planning services. DiNuzzo Private Wealth offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm uses globally diversified, index-oriented portfolios with ongoing monitoring and discretionary rebalancing, serving a range of clients from emerging investors to multi-hundred-million net worth households.
Leslie W
CFP®, ChFC®, Series 65
Cumberland, MD
DiNuzzo Private Wealth, Inc.
Leslie Wolford is a financial advisor at DiNuzzo Private Wealth, Inc. with nine years of industry experience. She holds the CFP®, ChFC®, and Series 65 credentials. Leslie has been with DiNuzzo Private Wealth since 2016, with a brief tenure at Beaconsfield Financial Services Inc. in 2025. DiNuzzo Private Wealth offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm provides a range of services including wealth management, family office solutions, and an automated advisory platform, employing globally diversified, index-oriented portfolios and fiduciary services.
Jacob P
CFP®, ChFC®, Series 65
Beaver, PA
DiNuzzo Private Wealth, Inc.
Jacob Potts is a CFP®, ChFC®, and holds a Series 65 license with 10 years of industry experience. He has been with DiNuzzo Private Wealth, Inc. since 2016. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers multiple service platforms tailored to different client segments and builds globally diversified, index-oriented portfolios using mutual funds and ETFs with ongoing monitoring and discretionary rebalancing.
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