|
⚲
|
| Fidato Wealth LLC
✚
|
|
|---|---|
| CRD # | 158173 |
| SEC # | 801-108417 |
| CIK # | 0001711360 |
| AUM | $406.5 M (2025-03-13) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 440-572-5552 |
| Address | 7530 Lucerne Dr Middleburg Heights, OH 44130 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sherwin Williams Co | 1.9 | ||
| Progressive Corp/Oh/ | 0.5 | ||
| Masco Corp /DE/ | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 36.1 |
| (b) Individuals (high net worth individuals) | 188 | 362.4 |
| (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 | 8.0 |
| (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 | 1,032 | 406.5 |
| By Discretionary | ||
| Discretionary | 1,032 | 406.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,032 | 406.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 406.5 | |
| Total | 1,032 | 406.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001711360] |
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|---|---|---|
|
Kades & Cheifetz LLC
✚
|
PA | 0.4 |
|
Obsidian Personal Planning Solutions LLC
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|
MD | 0.4 |
|
Cherrydale Wealth Management LLC
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NJ | 0.4 |
|
Branson Fowlkes & Co Inc
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TX | 0.4 |
|
Meridiana MFO LLC
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|
FL | 0.4 |
|
Horizon Advisors LLC
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|
TX | 0.4 |
|
Asset Planning Corporation
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|
TN | 0.4 |
|
Spartan Wealth Advisory Services LLC
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|
MI | 0.4 |
|
Mitchell & PAHL Private Wealth LLC
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|
OK | 0.4 |
|
Alphamark Advisors LLC
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|
KY | 0.4 |