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FIDATO WEALTH LLC
CRD 158173 · SEC 801-108417
7530 LUCERNE DR, SUITE 400, MIDDLEBURG HEIGHTS, OH, 44130, United States
Phone
440-572-5552
Fax
440-580-4120
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$510.8M
Discretionary AUM
$510.8M
Team
12 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $37.9M |
| High net worth individuals | 214 | $464.1M |
| Pension/profit sharing plans | 6 | $8.7M |
States served
OH, TX, FL
All web addresses on file
- https://link.edgepilot.com/s/23d67d94/56uFHbfYbUS_3JlPguKj1Q?u=https://www.youtube.com/channel/UCAS-ToVnb5GIBRZPqAX-UgA
- HTTP://WWW.FIDATOWEALTH.COM
- https://link.edgepilot.com/s/8111c704/F7DCXHEtwkm8f8jixNVMbA?u=https://www.youtube.com/channel/UCFtqaesTT6yV43mxXYS-M6A/videos
- https://www.instagram.com/wealthandlife/
- https://www.linkedin.com/in/danielyergan/
- https://www.linkedin.com/in/emily-mathews-20627b292
- https://www.linkedin.com/in/shawna-kennedy2
- HTTPS://WWW.LINKEDIN.COM/COMPANY/FIDATO-WEALTH
- HTTPS://WWW.FACEBOOK.COM/FIDATOWEALTH
- https://link.edgepilot.com/s/2e6cbf7e/eFBfXX84oUKCLFbx0xMr-A?u=https://www.linkedin.com/in/glenda-wilder-b1b56272/
- https://www.linkedin.com/in/tonydamico2?trk=org-employees_mini-profile_title
- https://www.linkedin.com/in/lindsay-fiore-73b341186
- https://www.linkedin.com/in/brian-eberhardt-b558549
- https://www.linkedin.com/in/marissabeyer
- https://www.linkedin.com/in/amy-d-amico-072317186
- https://www.linkedin.com/in/bthiergartner
Official SEC filing: View on IAPD