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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Optima eagleSummit +more
- Established Date
- 06-15-1998
- Office Locations
- 3
Office Locations
About Dinuzzo Private Wealth, Inc.
DiNuzzo Wealth Management (DiNuzzo Private Wealth) is a fee-only, SEC-registered RIA serving middle-market and emerging-wealth families with fiduciary financial planning, retirement income guidance, tax and risk/insurance planning, and disciplined portfolio management. The firm emphasizes indexing/efficient-market research, strategic asset allocation, diversification, and systematic rebalancing, with roots as an early Dimensional Fund Advisors (DFA) adopter. Recognized locally as a “Best Places to Work.”
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
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Owner & Executives
PATRICK JOSEPH DINUZZO
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, DIRECTOR, President
- CRD
- #2318057
- Ownership
- 50% but less than 75%
MARK SAMUEL DINUZZO
Executive Vice President
- CRD
- #3069722
- Ownership
- 25% but less than 50%
Alpha alpha
Eagle unison ridge
- CRD
- #86065
- Ownership
- 13.1%
Showing 2 of 4 owners & executives
Unlock allContacts
MICHAEL VINCENT DINUZZO
Investment Advisor, SENIOR VICE PRESIDENT
- CRD
- #5753540
PATRICK JOSEPH DINUZZO
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, DIRECTOR, President
- CRD
- #2318057
Summit pioneer
Catalyst beacon
- CRD
- #58947
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,177,328,579 | $454,216 |
| Non-Discretionary | $0 | -- |
| Total | $1,177,328,579 | $454,216 |
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Separately Managed Accounts
Total SMA Asset: $1,177,328,579
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $599,190,752 | 8.3% |
| Equity - Exchange | $2,295,694,690 | 31.8% |
| Cash | $3,241,405,396 | 44.9% |
| Corporate - Investment Grade | $1,082,874,854 | 15.0% |
| Total | $7,219,165,692 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM ELEMENT | RADIAL CAPITAL | 6206LE11G | WFG | 12.22% | $81,693,625 |
| NORTH MOMENTUM | WAVE CAPITAL | 3WQHKOMF2 | CCWE | 6.39% | $10,799,351 |
| ATLAS BEACON UNISON | MOMENTUM PEAK | 8OY74PR06 | STK | 9.36% | $108,857,904 |
| VERTEX PATHWAY | LEGACY SUMMIT | ETOE9DGY6 | TDSXK | 8.14% | $61,095,416 |
| VECTOR MOMENTUM | PEAK HARBOR | M2XH6YUF6 | OWX | 11.54% | $73,266,973 |
| MERIDIAN PIONEER RIDGE | RADIAL EMBER | 5GWCPLC13 | APMF | 2.38% | $102,981,823 |
| NORTH HARBOR HARBOR | RADIAL UNISON | OKIJITK5T | AOTG | 5.08% | $8,352,489 |
| PATHWAY VITAL | LEGACY WAVE | 4RJYUSS05 | ORVZS | 9.84% | $37,015,498 |