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| Dinuzzo Private Wealth Inc
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|---|---|
| CRD # | 112778 |
| SEC # | 801-57384 |
| CIK # | 0001994563 |
| AUM | $1.0 B (2025-03-20) |
| Employees | 19 (42% Investors, 11% Brokers) |
| Phone | 724-728-6564 |
| Address | 1501 3rd St Beaver, PA 15009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.7 | ||
| McDonalds Corp | 2.2 | ||
| Microsoft Corp | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 481 | 200.7 |
| (b) Individuals (high net worth individuals) | 304 | 766.9 |
| (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 | 19 | 43.2 |
| (h) Charitable organizations | 0 | 0.8 |
| (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 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,545 | 1,012.9 |
| By Discretionary | ||
| Discretionary | 2,545 | 1,012.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,545 | 1,012.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 1,011.5 | |
| Total | 2,545 | 1,012.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001994563] |
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|---|---|---|
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