Hedge Fund Database

FIDATO WEALTH LLC

Adviser information for FIDATO WEALTH LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Ohio, United States

Employees

Total Number of Employees 12
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 8
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 965 $334.5M
Non-Discretionary 0 $0
Total 965 $334.5M

Clients

Type Number RAUM
Individuals 86 $38.5M
HNW Individuals 170 $289.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 5 $6.1M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-108417
SEC ERA File Number 801-108417
SEC CIK Numbers 1711360
SEC CRD Numbers 158173
Legal Entity Identifier None

Principal Office

7530 LUCERNE DR
SUITE 400
MIDDLEBURG HEIGHTS
OH
United States
Monday - Friday, M-R - 8:00 A.M. - 4:30 P.M. AND F - 9:00 A.M. - 4:00 P.M.
Tel: 440-572-5552, Fax: 440-580-4120

Websites

www.linkedin.com/company/fidato-wealth www.facebook.com/fidatowealth link.edgepilot.com/s/2e6cbf7e/efbfxx84oukclfbx0xmr-a?u=https://www.linkedin.com/in/glenda-wilder-b1b56272/ www.linkedin.com/in/tonydamico2?trk=org-employees_mini-profile_title www.linkedin.com/in/lindsay-fiore-73b341186 www.linkedin.com/in/brian-eberhardt-b558549 www.linkedin.com/in/marissabeyer www.linkedin.com/in/amy-d-amico-072317186 www.linkedin.com/in/bthiergartner link.edgepilot.com/s/23d67d94/56ufhbfybus_3jlpgukj1q?u=https://www.youtube.com/channel/ucas-tovnb5gibrzpqax-uga www.fidatowealth.com link.edgepilot.com/s/8111c704/f7dcxhetwkm8f8jixnvmba?u=https://www.youtube.com/channel/ucftqaestt6yv43mxxys-m6a/videos www.instagram.com/wealthandlife/ www.linkedin.com/in/danielyergan/ www.linkedin.com/in/ericpucek/ www.linkedin.com/in/emily-mathews-20627b292 www.linkedin.com/in/shawna-kennedy2

Chief Compliance Officer

ERIC PUCEK
MANAGING DIRECTOR
7530 LUCERNE DR
SUITE 400
MIDDLEBURG HEIGHTS
OH
United States
Tel: 440-732-2778
Fax: 440-580-4120
(Full email address available in API data)

Regulatory Contact

LINDSAY FIORE
PARTNER & DIRECTOR OF OPERATIONS
7530 LUCERNE DR
SUITE 400
MIDDLEBURG HEIGHTS
OH
United States
Tel: 440-732-2497
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
AMY J. D'AMICO TRUST UAD Domestic Entity – PRESIDENT & MANAGING PARTNER 06/2011 < 5%
ANTHONY S. D'AMICO TRUST UAD Domestic Entity – FOUNDER & MANAGING PARTNER 06/2011 > 75%
D'AMICO, AMY, JOSEPHINE Individual AMY J. D'AMICO TRUST UAD TRUSTEE 10/2021
D'AMICO, ANTHONY, SERAFINO Individual ANTHONY S. D'AMICO TRUST UAD TRUSTEE 08/2016
Eberhardt, Brian Individual – PARTNER & LEAD WEALTH ADVISOR 01/2023 < 5%
BEYER, MARISSA, GRACE Individual – PARTNER & SENIOR WEALTH ADVISOR 01/2023 < 5%
Fiore, Lindsay Individual – PARTNER & DIRECTOR OF OPERATIONS 01/2023 < 5%
PUCEK, ERIC, T Individual – MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER 07/2023 < 5%

No. Employees, Historic

201002020202120222023202420258 on 3/12/20208 on 6/4/20208 on 3/12/20218 on 10/5/202111 on 1/26/202211 on 1/28/202211 on 1/28/202211 on 5/12/202211 on 5/25/202211 on 10/7/202210 on 2/13/202310 on 7/31/202312 on 3/15/2024

RAUM, Historic

400M200M0202020212022202320242025212381083 on 3/12/2020212381083 on 6/4/2020258360491 on 3/12/2021258360491 on 10/5/2021311121485 on 1/26/2022311121485 on 1/28/2022311121485 on 1/28/2022311121485 on 5/12/2022311121485 on 5/25/2022311121485 on 10/7/2022270685729 on 2/13/2023270685729 on 7/31/2023334451451 on 3/15/2024

No. Clients, Historic

3001500202020212022202320242025245 on 3/12/2020245 on 6/4/2020261 on 3/12/2021261 on 10/5/2021263 on 1/26/2022263 on 1/28/2022263 on 1/28/2022263 on 5/12/2022263 on 5/25/2022263 on 10/7/2022249 on 2/13/2023249 on 7/31/2023261 on 3/15/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
DIMENSIONAL ETF TRUST US REAL ESTATE E 9M 390K 0
ISHARES TR GRWT ALLOCAT ETF 784K 14K 0
ISHARES TR AGGRES ALLOC ETF 556K 7K 0
ISHARES TR CORE S&P500 ETF 8M 15K 0
MASCO CORP COM 285K 4K 0
SHERWIN WILLIAMS CO COM 1M 4K 0
VANGUARD BD INDEX FDS SHORT TRM BOND 8M 106K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 56M 111K 0
VANGUARD INDEX FDS MID CAP ETF 29M 119K 0
VANGUARD INDEX FDS REAL ESTATE ETF 702K 8K 0