Fidato Wealth LLC
Fidato Wealth LLC is an SEC-registered wealth manager in Middleburg Heights, OH with $510.8M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Fidato Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158173, SEC 801-108417, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $510.8M (2026-05-15)
- Firm type
- Wealth Manager
- Location
- Middleburg Heights, OH
- Employees
- 12
- Clients
- 303
- CRD
- 158173
- Ownership
- Kindall, Tracy; D'AMICO, AMY, JOSEPHINE; D'AMICO, ANTHONY, SERAFINO; AMY J. D'AMICO TRUST UAD; ANTHONY S. D'AMICO TRUST UAD
How much AUM does Fidato Wealth LLC have?
Fidato Wealth LLC reported $510.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Fidato Wealth LLC?
Disclosed owners and executives of Fidato Wealth LLC include Kindall, Tracy, D'AMICO, AMY, JOSEPHINE, D'AMICO, ANTHONY, SERAFINO, AMY J. D'AMICO TRUST UAD, ANTHONY S. D'AMICO TRUST UAD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.