← Tributary

DINUZZO PRIVATE WEALTH, INC.

BEAVER, PA · CRD 112778 · IAPD ↗ · 724-728-6564

$1.18BRegulatory AUM
8Advisory reps
19Employees
0Clients
More than 500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — DINUZZO PRIVATE WEALTH, INC. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
September 2026 — DINUZZO PRIVATE WEALTH, INC. changed its website from dinuzzo.com to dinuzzofamilyoffice.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
85
April 2025 — DINUZZO PRIVATE WEALTH, INC. crossed $1B in regulatory AUM ($946.5M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
September 2024 — DINUZZO PRIVATE WEALTH, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.