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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-15-1998
- Office Locations
- 1
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.”
Reported data analysis
What the numbers show
Between March 20, 2025 and March 28, 2026, reported AUM increased 16.2%, from $1.0B to $1.2B.
Across 5 reported observations, AUM increased 26.7% between November 3, 2022 and March 28, 2026, from $929.5M to $1.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 796 clients, or 99.5 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on August 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Fund Managers
- Investment Themes
- Platform
- Services
- Technology
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The full Dinuzzo Private Wealth, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 4 owners & executives
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ROBERT FRANCIS GRAHAM
Investment Advisor
- CRD
- #2209624
CARL JOSEPH HARTMAN
Investment Advisor
- CRD
- #2663816
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
SMA allocation detail is available
Dinuzzo Private Wealth, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Dinuzzo Private Wealth, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.