DINUZZO PRIVATE WEALTH, INC.
SEC RegisteredWe Empower Smart Money & Best-Life Choices
About the firm
DiNuzzo Wealth Management has been providing Retirement Income Planning and Wealth Management solutions based in Western Pennsylvania since 1989. As a fiduciary, fee-only SEC Registered Investment Advisory firm, their primary focus is to provide unbiased, customized long-term Financial Wellness solutions. They are Western Pennsylvania's oldest and largest independent pure Efficient Market Theory Registered Investment Advisory firm utilizing Dimensional Fund Advisors (DFA) institutional stock and bond index mutual funds.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
DiNuzzo Wealth Management offers fiduciary-based, fee-only discretionary investment management, customized financial wellness life planning, tax reduction planning, strategic asset allocation, glide path analysis, asset class diversification, index/DFA investment recommendations, regular rebalancing, retirement cash flow planning, tax loss and capital gain harvesting, withdrawal and deposit management, and ongoing wealth advisory services.
Who they serve
Full-service clients with a $2M+ minimum, located across 32 states, seeking retirement income planning and wealth management solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 440 | $192M |
| High Net Worth Individuals | 339 | $942M |
| Charitable Organizations | 17 | $41M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DINUZZO PRIVATE WEALTH, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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