Fidato Wealth LLC
● SEC registered since 2016CRD 158173SEC# 801-108417Middleburg Heights, OH
Reg. AUM
$510.8M
Employees
12
Accounts
1,160
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 $510.8 million in regulatory assets under management and employs 12 people.
Fidato Wealth LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy J. D'Amico Trust Uad Control | President & Managing Partner | Under 5% | 2011 |
| Anthony S. D'Amico Trust Uad Control | Founder & Managing Partner | Over 75% | 2011 |
| Brian Eberhardt | Partner & Lead Wealth Advisor | Under 5% | 2023 |
| Ian James McDonald | Chief Compliance Officer | Under 5% | 2026 |
| Lindsay Fiore | Partner & Chief Operating Officer | Under 5% | 2023 |
| Marissa Grace Beyer | Partner & Senior Wealth Advisor | Under 5% | 2023 |
| Amy Josephine D'Amico Control | Trustee | — | 2021 |
| Anthony Serafino D'Amico Control | Trustee | — | 2016 |
Frequently asked questions
How much does Fidato Wealth LLC manage?
Fidato Wealth LLC reports $510.8 million in regulatory assets under management on its Form ADV.
How many employees does Fidato Wealth LLC have?
Fidato Wealth LLC reports 12 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
| Address | 7530 Lucerne Dr, Suite 400, Middleburg Heights, OH 44130 |
| Phone | 440-572-5552 |
| Fax | 440-580-4120 |
| Office hours | M-R - 8:00 a.m. - 4:30 p.m. And F - 9:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1711360 |
| Discloses disciplinary history | No |
Regulatory AUM
$510.8M▲ 26%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,306 advisers
EmployeesTop 35%
More than 65% of 16,824 advisers
Assets under management
$510.8Mregulatory AUM
Discretionary $510.8M