Dinuzzo Private Wealth, Inc.
Firm details
- Headquarters
- Beaver, Pennsylvania
- CRD number
- 112778
- Registered since
- April 7, 2000
- Website
- www.dinuzzo.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.01%
- Individuals16.28%
- Pension & Profit Sharing Plans3.47%
- Corporations / Businesses0.15%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Dinuzzo Private Wealth, Inc. is an independent registered investment adviser organized as a corporation and operating since 2000. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutional clients, and pension consulting. The firm reports being an active ESG investor and is not structured as a capital allocator; instead it allocates client capital to external funds and public vehicles. Dinuzzo was listed among FA Magazine’s Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Jacob Potts
VP, Chief Operating OfficerCRD 6639888
Contacts
3 of 7
Patrick Dinuzzo
Founder and PresidentCRD 2318057
Leslie Taylor-Neumann
Vice PresidentCRD 6729858
Mark Dinuzzo
EVPCRD 3069722
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 155Active vs passive
$984M in ETFs
2%
$16.7M
98%
$967M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL CORE FIXED INCOME ETF (DFCF) | Dimensional | Active | Intermediate Core Bond | $116M | 2,757,601 | 11.83% |
Location
Beaver, PA
Beaver
Location
Beaver, PA
Headquartered in Beaver, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Beaver
- Address
- 1501 3rd St
- Time zone
- ET (UTC-5)
- Office locations
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