FIDATO WEALTH LLC
CRD #158173 SEC #801-108417 MIDDLEBURG HEIGHTS, OH 440-572-5552
SEC Registered
Total AUM
$406.5M
Discretionary
$406.5M
Employees
11
Clients
0
Accounts
1,032
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $406.5M | $406.5M | $0 | 11 | 0 |
| Mar 2025 | $406.5M | $406.5M | $0 | 11 | 0 |
| Mar 2024 | $334.5M | $334.5M | $0 | 12 | 0 |
| Jul 2023 | $270.7M | $270.7M | $0 | 10 | 0 |
| Feb 2023 | $270.7M | $270.7M | $0 | 10 | 0 |
| Oct 2022 | $311.1M | $311.1M | $0 | 11 | 0 |
| May 2022 | $311.1M | $311.1M | $0 | 11 | 0 |
| May 2022 | $311.1M | $311.1M | $0 | 11 | 0 |
| Jan 2022 | $311.1M | $311.1M | $0 | 11 | 0 |
| Jan 2022 | $311.1M | $311.1M | $0 | 11 | 0 |
| Oct 2021 | $258.4M | $258.4M | $0 | 8 | 0 |
| Mar 2021 | $258.4M | $258.4M | $0 | 8 | 0 |
| Jun 2020 | $212.4M | $212.4M | $0 | 8 | 0 |
| Mar 2020 | $212.4M | $212.4M | $0 | 8 | 0 |
| Mar 2019 | $166.9M | $166.9M | $0 | 8 | 0 |
| Aug 2018 | $165.7M | $165.7M | $0 | 7 | 0 |
| Jun 2018 | $165.7M | $165.7M | $0 | 7 | 0 |
| Mar 2018 | $165.7M | $165.7M | $0 | 7 | 0 |
| Sep 2017 | $114.1M | $114.1M | $0 | 6 | 300 |
| Apr 2017 | $114.1M | $114.1M | $0 | 6 | 300 |
| Mar 2017 | $114.1M | $114.1M | $0 | 6 | 300 |
| Mar 2017 | $114.1M | $114.1M | $0 | 6 | 300 |
| Sep 2016 | $100.4M | $100.4M | $0 | 6 | 200 |
DateAug 2025
Total AUM$406.5M
Discretionary$406.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$406.5M
Discretionary$406.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$334.5M
Discretionary$334.5M
Non-Disc.$0
Employees12
Clients0
DateJul 2023
Total AUM$270.7M
Discretionary$270.7M
Non-Disc.$0
Employees10
Clients0
DateFeb 2023
Total AUM$270.7M
Discretionary$270.7M
Non-Disc.$0
Employees10
Clients0
DateOct 2022
Total AUM$311.1M
Discretionary$311.1M
Non-Disc.$0
Employees11
Clients0
DateMay 2022
Total AUM$311.1M
Discretionary$311.1M
Non-Disc.$0
Employees11
Clients0
DateMay 2022
Total AUM$311.1M
Discretionary$311.1M
Non-Disc.$0
Employees11
Clients0
DateJan 2022
Total AUM$311.1M
Discretionary$311.1M
Non-Disc.$0
Employees11
Clients0
DateJan 2022
Total AUM$311.1M
Discretionary$311.1M
Non-Disc.$0
Employees11
Clients0
DateOct 2021
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$212.4M
Discretionary$212.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$212.4M
Discretionary$212.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$166.9M
Discretionary$166.9M
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2018
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees7
Clients0
DateSep 2017
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees6
Clients300
DateApr 2017
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees6
Clients300
DateMar 2017
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees6
Clients300
DateMar 2017
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees6
Clients300
DateSep 2016
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees6
Clients200