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Fidato Wealth LLC

● SEC registered since 2016CRD 158173SEC# 801-108417Middleburg Heights, OH
Export (members)
Reg. AUM
$406.5M
Employees
11
Accounts
1,032
Location
Middleburg Heights, OH

Fidato Wealth LLC assets under management

Fidato Wealth LLC is an investment advisory firm registered with the SEC based in Middleburg Heights, OH. The firm has been registered since 2016. It reports $406.5 million in regulatory assets under management and employs 11 people.
link.edgepilot.com/s/23d67d94/56ufhbfybus_3jlpgukj1q?u=https://www.youtube.com/channel/ucas-tovnb5gibrzpqax-ugaView on SEC.gov ↗

Fidato Wealth LLC owners & executives

8 reported
NameTitleOwnershipSince
Amy J. D'Amico Trust Uad ControlPresident & Managing PartnerUnder 5%2011
Anthony S. D'Amico Trust Uad ControlFounder & Managing PartnerOver 75%2011
Brian EberhardtPartner & Lead Wealth AdvisorUnder 5%2023
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Frequently asked questions

How much does Fidato Wealth LLC manage?

Fidato Wealth LLC reports $406.5 million in regulatory assets under management on its Form ADV.

How many employees does Fidato Wealth LLC have?

Fidato Wealth LLC reports 11 employees.

Where is Fidato Wealth LLC located?

Fidato Wealth LLC is based in Middleburg Heights, OH and has been SEC-registered since 2016.

Does Fidato Wealth LLC disclose fund performance?

Fidato Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7530 Lucerne Dr, Suite 400, Middleburg Heights, OH 44130
Phone440-572-5552
Fax440-580-4120
Office hoursM-R - 8:00 a.m. - 4:30 p.m. And F - 9:00 a.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1711360
Discloses disciplinary historyNo

Assets under management

Discretionary$406.5M
Non-discretionary$0
Total (RAUM)$406.5M