FIDATO WEALTH LLC

MIDDLEBURG HEIGHTS, Ohio·5 registered advisors·CRD# 158173
SEC# 801-1084170440-572-5552
01

Firm Overview

AUM
$334M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FIDATO WEALTH LLC

5 registered advisors
Amy Josephine D'amico
MIDDLEBURG HEIGHTS, Ohio
Anthony Serafino D'amico
MIDDLEBURG HEIGHTS, Ohio
Brian Eberhardt
MIDDLEBURG HEIGHTS, Ohio
Eric T Pucek
MIDDLEBURG HEIGHTS, Ohio
Marissa Grace Beyer
MIDDLEBURG HEIGHTS, Ohio
05

Office Locations

MIDDLEBURG HEIGHTS, Ohio
5 advisors

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Data sourced from SEC Form ADV filings. FIDATO WEALTH LLC (CRD# 158173) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.