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 operating since 2016. The firm serves both individual/family and institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. It also operates as an insurance broker and describes itself as a capital allocator that hires external managers. Fidato charges primarily percentage-of-AUM fees alongside some fixed-fee arrangements. The firm was named to FA Magazine’s Top RIA Firms list in 2020. It 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%
Contacts
3 of 8
Marissa Beyer
Partner, Senior Wealth AdvisorCRD 5003332
Daniel Yergan
Associate Wealth AdvisorCRD 6950444
Ian McDonald
CRD 8271352
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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