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 organized as an LLC and registered with the SEC in 2016. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its fee model combines AUM-based charges with fixed fees, and it also operates as an insurance broker. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm is not an active ESG investor and is not described as a multi-state adviser. Fidato was recognized on FA Magazine’s Top RIA Firms list in 2020.
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%
Contacts
3 of 9
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
$167M in ETFs
92%
$153M
9%
$14.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $86.2M | 125,575 | 51.52% |
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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