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| Fidato Wealth LLC
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|---|---|
| CRD # | 158173 |
| SEC # | 801-108417 |
| CIK # | 0001711360 |
| AUM | 510.8 M (2026-05-15) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 440-572-5552 |
| Address | 7530 Lucerne Dr Middleburg Heights, OH 44130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sherwin Williams Co | 1.8 | ||
| Amazon Com Inc | 0.6 | ||
| FPL Group Inc | 0.4 | ||
| Progressive Corp/Oh/ | 0.4 | ||
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 37.9 |
| (b) Individuals (high net worth individuals) | 214 | 464.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 8.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,160 | 510.8 |
| By Discretionary | ||
| Discretionary | 1,160 | 510.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,160 | 510.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 510.8 | |
| Total | 1,160 | 510.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001711360] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
St James Investment Advisors LLC
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|
Florek Financial LLC
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|
Chase Investment Counsel Corporation
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|
Platform Wealth Management LLC
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|
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|
Dover Partners Inc
✚
|
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