# Fidato Wealth LLC

> Fidato Wealth LLC is an SEC-registered investment advisory firm in Middleburg Heights, OH, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 158173
- Filed as: FIDATO WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Middleburg Heights, OH
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158173
- AdvisorCensus page: https://advisorcensus.com/firm/fidato-wealth-llc-middleburg-heights-oh-158173

## Quick answers

**How is Fidato Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fidato Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fidato Wealth LLC located?**
Fidato Wealth LLC's principal office is in Middleburg Heights, OH, according to its Form ADV.

**Is Fidato Wealth LLC registered with the SEC or a state?**
Fidato Wealth LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 158173.

**How much does Fidato Wealth LLC manage?**
Fidato Wealth LLC reports $510,752,617 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**How have Fidato Wealth LLC's assets and staff changed since 2021?**
In the Form ADV data for Fidato Wealth LLC: Regulatory assets under management: $258,360,491 in the October 2021 data and $510,752,617 in the October 2026 data, up 98%. Total employees: 8 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fidato Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (214); individuals (other than high net worth individuals) (83); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Fidato Wealth LLC use?**
Fidato Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Fidato Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158173

**What changed in Fidato Wealth LLC's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $510,752,617
- Discretionary: $510,752,617
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $37,873,510 |
| High net worth individuals | 214 | $464,148,649 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $8,730,458 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fidatowealth.com
- link.edgepilot.com/s/23d67d94/56uFHbfYbUS_3JlPguKj1Q
- link.edgepilot.com/s/2e6cbf7e/eFBfXX84oUKCLFbx0xMr-A
- link.edgepilot.com/s/8111c704/F7DCXHEtwkm8f8jixNVMbA
- valueaccelerated.com
- Facebook @FIDATOWEALTH
- Instagram @wealthandlife
- LinkedIn @FIDATO-WEALTH
- LinkedIn @amy-d-amico-072317186
- LinkedIn @brian-eberhardt-b558549
- LinkedIn @bthiergartner
- LinkedIn @danielyergan
- LinkedIn @emily-mathews-20627b292
- LinkedIn @lindsay-fiore-73b341186
- LinkedIn @marissabeyer
- LinkedIn @shawna-kennedy2
- LinkedIn @tonydamico2

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $258,360,491 | 8 | March 12, 2021 |
| October 2022 | $311,121,485 | 11 | May 25, 2022 |
| October 2023 | $270,685,729 | 10 | July 31, 2023 |
| October 2024 | $334,451,451 | 12 | March 15, 2024 |
| October 2025 | $406,511,047 | 11 | March 13, 2025 |
| October 2026 | $510,752,617 | 12 | September 2, 2026 |

Regulatory assets under management: $258,360,491 in the October 2021 data and $510,752,617 in the October 2026 data, up 98%.
Total employees: 8 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $406,511,047 to $510,752,617 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fidato Wealth LLC (CRD 158173): Form ADV filing data as of October 2026.