Dimaio Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DiMaio Private Wealth, LLC provides discretionary wealth management and investment advisory services to individuals and high‑net‑worth clients, including retirement account advice and ongoing portfolio supervision. The firm also offers comprehensive financial planning and individualized portfolio management, services that are described in its brochure and are less common among firms with similar profiles.
Portfolios are constructed primarily from model allocations that use exchange‑traded funds, individual equities, low‑cost diversified mutual funds and bonds, implemented on a discretionary basis to align with each client’s objectives and risk tolerance. The firm relies on fundamental analysis and generally emphasizes a long‑term investment horizon while allowing shorter‑term trades for rebalancing, tax management, or changing market conditions.
The firm was recently established and operates as a subsidiary of a private holding company, and its disclosures state that it does not manage proprietary investment funds or limited partnerships. Its brochure also notes an affiliated insurance practice that may result in commission‑based insurance recommendations, which the firm identifies as a potential conflict of interest to be managed.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $7,500,000: 0.75% $7,500,001+: 0.65%
Account minimum: $500,000 Fee-only: Fee based advisory with fees charged as percentage of AUM; no commissions on securities transactions.
Main office
1 Mill Ridge Lane, Suite 101
Chester NJ 07930
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Dimaio Private Wealth, LLC · Stravvelis Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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