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 registered investment adviser (SEC registered in 2016) organized as an LLC. The firm serves both individual and family clients as well as institutional clients and functions as a capital allocator, directing client capital to third-party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fidato charges a mix of percentage-of-AUM and fixed fees and also operates as an insurance broker. The firm was named to FA Magazine’s Top RIA Firms list in 2020. Fidato does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1Ian McDonald
Chief Compliance OfficerCRD 8271352
Contacts
3 of 8
Anthony D'amico
Founder and Managing PartnerCRD 5753413
Amy D'amico
Managing PartnerCRD 6126277
Marissa Beyer
Partner, Senior Wealth AdvisorCRD 5003332
Wealth 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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