Dinuzzo Private Wealth Inc

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Dinuzzo Private Wealth Inc
CRD #112778
SEC #801-57384
CIK #0001994563
AUM 1,177.3 M (2026-03-28)
Employees 19 (42% Investors, 16% Brokers)
Fees
Minimum
Phone724-728-6564
Address1501 3rd St
Beaver, PA 15009
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
120096072048024001999200820172027
Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure]
Item 5             Fees and Compensation

A.
                                   INVESTMENT ADVISORY SERVICES

     Investment Management Fees

     DiNuzzo Wealth Management, DiNuzzo Family Office and DiNuzzo Middle-Market Family
     Office Service Fees

     DPW’s annual investment advisory fee for DiNuzzo Wealth Management, DiNuzzo Family Office
     or DiNuzzo Middle-Market Family Office shall be based upon a percentage (%) of the market value
     of assets placed under DPW’s management as follows:

                            Investment Management Account Fee Schedule*

            Tier                             Step Amount ($)                          Annual Fee (%)
              1                      on first $1,000,000 ($1 million)                     1.25%
              2                 on next $4,000,000 ($4 million)                 1.00%
                            Account Minimum: $2,000,000 ($2 million)
                    NOTE: Accounts Below Minimum Will Not Receive All Services*

                                            Blended Annual Fee:
     $1 million - 1.250%                    $3 million - 1.083%                     $5 million - 1.050%
     $2 million - 1.125%                    $4 million - 1.063%

            Tier                             Step Amount ($)                          Annual Fee (%)
              3                     on next $45,000,000 ($45 million)                       .75%
                             NOTE: % Fee for Assets Over $50 Million are Negotiated

* Although DPW requires a minimum account size of $2,000,000 for investment advisory services,
DPW may, at its sole discretion, waive its minimum asset requirement. Accounts below the minimum
net advisory fees of $22,500 per year will not receive all services.

     DPW’s investment advisory fee is negotiable at its discretion, depending upon objective and
     subjective factors including but not limited to: the amount of assets to be managed; portfolio
     composition; the scope and complexity of the engagement; the anticipated number of meetings and
     servicing needs; related accounts; future earning capacity; anticipated future additional assets; the
     professional(s) rendering the service(s); prior relationships with DPW and/or its representatives,
     and negotiations with the client. As a result of these factors, similarly situated clients could pay
     different fees, the services to be provided by DPW to any particular client could be available from

    other advisers at lower fees, and certain clients may have fees different than those specifically set
    forth above.

    Tax Services: DPW provides, at no additional cost, tax services to those client households
    responsible for net advisory fees equal to or in excess of $22,500 per year. DPW may provide tax
    services to other households for a separate and additional fee to be negotiated and agreed to in
    writing prior to DPW providing services.

    DiNuzzo Emerging Wealth Service Fees

    Should a client choose to engage DPW to provide discretionary investment advisory services
    through DiNuzzo Emerging Wealth, DPW’s annual fee shall be .80% of the market value of the
    assets placed under its management.

    DiNuzzo Retirement Plan Service Fees

    For ERISA plan engagements, DPW’s annual fee is based upon a percentage of the assets in the
    plan in accordance with the following tiered fee schedule:

              Tier                          Step Amount ($)                         Annual Fee (%)
               1                            on first $500,000                          0.90%
               2                            on next $500,000                           0.75%
               3                           on next $1 million                          0.60%
               4                           on next $2 million                          0.45%
               5                           on next $2 million                          0.30%
               6                         on the next $4,000,000                        0.25%
               7                         on the remaining assets                       0.20%

    As an illustrative example, a plan with assets of $750,000 would be assessed an annual fee of 0.90%
    on the first $500,000 and 0.75% on the remaining $250,000.

B. DPW’s advisory fees are deducted from the client’s custodial account. DPW’s Investment Advisory
   Agreement and the custodial/clearing agreement may authorize the custodian to debit the account
   for the amount of DPW’s investment advisory fee and to directly remit that management fee to
   DPW in compliance with regulatory procedures. In the limited event that DPW bills the client
   directly, payment is due upon receipt of DPW’s invoice.

    DPW shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the
    assets on the last business day of the previous quarter. For a new account, DPW shall prepare an
    invoice for the initial quarter, with the advance fee prorated from the day of the first trade through
    the end of the quarter in which the account funded. Unless indicated to the contrary on the
    Investment Advisory Agreement executed by the client, the Firm does not charge or reimburse on
    intra-quarter additions or withdrawals for existing accounts.

C. As discussed below in Item 12 of this Brochure, unless the client directs otherwise or an individual
   client’s circumstances require, DPW shall generally recommend that Charles Schwab and Co., Inc.

    (“Schwab”), Fidelity Investments (“Fidelity”), Betterment Securities (“Betterment”) and/or
    Nationwide Advisory Solutions (Formerly Jefferson National) (“Nationwide”) serve as the
    custodian for client investment management assets. Custodians such as Schwab, Fidelity,
    Betterment and Nationwide charge brokerage commissions and/or transaction fees for effecting
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure]
Item 7           Types of Clients

   DPW’s clients shall generally include high net worth individuals, individuals, pension and profit-
   sharing plans, business entities, trusts, estates and charitable organizations.
Sector Form 13F Holdings Value ($M)
Apple Inc 3.3
McDonalds Corp 2.1
Nvidia Corp 1.8
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
110088066044022002024202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 440 191.7
(b) Individuals (high net worth individuals) 339 942.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 17 40.9
(h) Charitable organizations 0 1.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 1.7
(n) Other 0 0.0
Total 2,592 1,177.3
By Discretionary
Discretionary 2,592 1,177.3
Non-Discretionary 0 0.0
Total 2,592 1,177.3
By Non-United States Persons
Non-United States Persons 0.8
United States Persons 1,176.6
Total 2,592 1,177.3
EDGAR Form CIK 2011 - 2026
13F-HR [0001994563]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional, Retail
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