Fidato Wealth LLC
Firm details
- Headquarters
- Middleburg Heights, Ohio
- CRD number
- 158173
- Registered since
- September 29, 2016
- Website
- www.fidatowealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.88%
- Individuals7.42%
- Pension & Profit Sharing Plans1.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fidato Wealth LLC is an independent, SEC-registered advisory firm (registered in 2016) organized as an LLC. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering fee arrangements that include percentage-of-AUM and fixed fees. Advisory services listed on the firm’s materials include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fidato also operates as an insurance broker. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents7%
- Exchange Traded Equities5%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$156M in ETFs
100%
$156M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $88.9M | 126,813 | 57.11% |
Location
Middleburg Heights, OH
Cuyahoga
Location
Middleburg Heights, OH
Headquartered in Middleburg Heights, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 7530 Lucerne Dr
- Time zone
- ET (UTC-5)
- Office locations
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