Dimaio Private Wealth, LLC

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Chester, New Jersey
CRD number
343934
Registered since
September 1, 2026
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Dimaio Private Wealth, LLC is a newly formed limited liability company that registered with the SEC in 2026 and positions itself as a fee-based advisory practice. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Ownership is reported as a combination of a domestic entity and an individual. Registrations and filings characterize the adviser as unclassified rather than pegged to a specialty model; it does not describe itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The firm also does not list pension consulting or related-adviser activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Desi Dimaio

    FounderCRD 6303840

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Chester, NJ

Morris

Location

Chester, NJ

Headquartered in Chester, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Morris
Address
1 Mill Ridge Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth