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 SEC-registered since 2016. The firm serves individuals, families and institutional clients and describes itself as a capital allocator that uses both percentage-of-AUM and fixed-fee billing. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers; the firm also acts as an insurance broker. Fidato Wealth is not flagged as an active ESG investor and is not reported as a multi-state adviser. The firm received a Top RIA Firms mention from FA Magazine 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 8MARISSA BEYER
Lead Wealth AdvisorCRD 5003332
Daniel Yergan
Associate Wealth AdvisorCRD 6950444
AMY D'AMICO
Managing PartnerCRD 6126277
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$150M in ETFs
92%
$138M
8%
$12.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $76.1M | 127,416 | 50.68% |
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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