# DINUZZO PRIVATE WEALTH, INC.

DINUZZO PRIVATE WEALTH, INC. is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** dinuzzoprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/ken-mcdaniel-1b685115

## Regulatory record

- **CRD number:** 112778
- **SEC file number:** 801-57384
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-28T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112778

## About

DINUZZO PRIVATE WEALTH, INC. is an SEC-registered investment adviser in BEAVER, PA, registered since 2000. The firm manages approximately $1.2 billion in assets. It employs 19 staff and 8 investment advisers.

## Questions

### Who makes investment decisions at DiNuzzo Private Wealth?

P.J. DiNuzzo leads the firm's investment committee as founder and president, setting the strategic asset-allocation framework. Individual client portfolios are then managed by assigned wealth advisors who implement that central policy with customization for tax circumstances and income needs. The firm has publicly aligned with a fiduciary, evidence-based investment philosophy that favors index and factor-tilted strategies over stock-picking.

### What investment strategies does the firm employ?

The firm constructs globally diversified portfolios spanning equities, fixed income, and real assets, with an emphasis on low-cost, index-based and factor-tilted exposures. It has been outspoken against high-fee active management in public markets. For accredited clients, DiNuzzo Private Wealth offers access to private equity, private credit, and direct real estate through third-party platforms, maintaining a hybrid model that blends evidence-based public-market investing with curated private-market allocations.

### Where does DiNuzzo Private Wealth source its private-market deal flow?

The firm does not originate direct private-market deals. For accredited clients seeking private equity, private credit, or real estate exposure, DiNuzzo Private Wealth accesses third-party funds and structured products through institutional platforms. Its due-diligence process evaluates these managers centrally, but the firm's primary sourcing model is public-market, index-based portfolio construction rather than proprietary private deal flow.

### How does the firm handle tax planning for clients?

Tax preparation and planning are integrated in-house, with CPAs on staff — a structural differentiator from most RIAs that outsource tax work. This allows the firm to coordinate investment decisions, retirement distributions, and estate-planning moves with direct visibility into a client's tax return, reducing the friction of managing separate advisor-CPA relationships.

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Last updated: 2026-06-03T20:00:00.000Z

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