# DINUZZO PRIVATE WEALTH, INC.

DINUZZO PRIVATE WEALTH, INC. of BEAVER, PA is an SEC-registered investment adviser.

## Registration

- CRD: 112778
- Type: SEC-registered investment adviser
- SEC file number: 801-57384
- Location: 1501 3RD ST., BEAVER, PA, 15009
- Phone: 724-728-6564
- Latest filing: 2026-03-28
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 19
- Accounts: 2,592

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Michael Vincent Dinuzzo | CO-MANAGING DIRECTOR, SENIOR VICE PRESIDENT, RISK MANAGEMENT TEAM CO-LEADER; SENIOR VP, RISK MANAGEMENT TEAM CO-LEADER | — |
| Patrick Joseph Dinuzzo | CEO, PRESIDENT, DIRECTOR,  CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; CO-MANAGING DIRECTOR, CEO, PRESIDENT, DIRECTOR,  CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Mark Samuel Dinuzzo | CO-MANAGING DIRECTOR, EXECUTIVE VICE-PRESIDENT, RISK MANAGEMENT TEAM LEADER; EXECUTIVE VICE PRESIDENT, RISK MANAGEMENT TEAM LEADER | — |
| DINUZZO PATRICK JOSEPH | CEO, PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR, CHIEF COMPLIANCE OFFICER; CEO, PRESIDENT & DIRECTOR; CEO, PRESIDENT & DIRECTOR, CHIEF COMPLIANCE OFFICER (+2 more) | — |
| DINUZZO MARK SAMUEL | EXECUTIVE VICE PRESIDENT, DIRECTOR OF FINANCIAL PLANNING; EXECUTIVE VICE PRESIDENT, RISK MANAGEMENT TEAM LEADER; VICE PRESIDENT (+1 more) | — |
| HARTMAN CARL JOSEPH | SENIOR VP, SENIOR INVESTMENT OFFICER | — |
| DINUZZO MICHAEL VINCENT | SENIOR VP, RISK MANAGEMENT TEAM CO-LEADER | — |
| Jacob Raymond Potts | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112778/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112778/similar
- Related entities: https://search.stillhousedata.com/firm/112778/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112778

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.