FIDATO WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$510,752,617
Discretionary
$510,752,617
Non-discretionary
$0
Firm details
- CRD number
- 158173
- SEC file number
- 801-108417
- Main office
- MIDDLEBURG HEIGHTS, OH, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.