Fidato Wealth LLC

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Assets, Funds, Holdings

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Fidato Wealth LLC
CRD #158173
SEC #801-108417
CIK #0001711360
AUM $334.5 MM (2024-03-15)
Employees 12 (58% Investors, 0% Brokers)
Phone440-572-5552
Address7530 Lucerne Dr
Middleburg Heights, OH 44130
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
3502802101407002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
SHW 58,089.9 1.3
MAS 12,089.6 0.3
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
1209672482402022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 86 38.5
(b) Individuals (high net worth individuals) 170 289.9
(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 5 6.1
(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 965 334.5
By Discretionary
Discretionary 965 334.5
Non-Discretionary 0 0.0
Total 965 334.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 334.5
Total 965 334.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001711360]
Comparable Firms State AUM ($BB)
Kensho Capital LLC
0.3
Old North State Wealth Management LLC
NC 0.3
MBM Wealth Consultants LLC
MO 0.3
SARD Wealth Management Group LLC
GA 0.3
Blue Water Asset Management LLC
MI 0.3
Robinson Smith Wealth Advisors LLC
ME 0.3
Exeter Financial LLC
AZ 0.3
Mystic Asset Management Inc
RI 0.3
Quad-Cities Investment Group LLC
IA 0.3
KKM Financial LLC
IL 0.3
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