DiNuzzo Private Wealth, Inc.

DiNuzzo Private Wealth provides discretionary investment management, retirement-plan consulting, and a range of wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. Its Form ADV discloses approximately $1.01 billion in assets under management and three client service tracks with stated target asset ranges: DiNuzzo Wealth Management (~$2M–$10M), DiNuzzo Family Office/DiNuzzo Middle‑Market Family Office (~$10M–$200M+), and an automated DiNuzzo Emerging Wealth offering.

The firm typically implements globally diversified, index-based portfolios and states that it applies Modern Portfolio Theory, investing primarily through mutual funds and ETFs (including institutional DFA funds) with discretionary rebalancing and periodic review. It combines an online onboarding/interface and automated model delivery for Emerging Wealth with ongoing advisor oversight for higher‑touch clients, and the brochure also describes integrated planning and reporting tools (Envestnet MoneyGuide, Yodlee, and FinLife Partners) and complimentary tax services for households meeting the firm’s advisory-fee threshold.

What is distinctive relative to many team firms is that DiNuzzo operates from multiple offices (six locations) while offering both a full-service family office platform (including estate, cross-border, captive insurance, concierge medicine, and business succession planning) and a scaled, Betterment‑custodied automated platform. The brochure also discloses the firm’s use of multiple institutional custodians and platform relationships (Schwab, Fidelity, Betterment, Nationwide) and notes limited commission-based insurance and annuity activity conducted separately from its fee-based advisory business.