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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AMY J. D'AMICO TRUST UAD | DE | PRESIDENT & MANAGING PARTNER | NA | Control |
| AMY J. D'AMICO TRUST UAD | DE | PRESIDENT & MANAGING PARTNER | NA | Control |
| AMY J. D'AMICO TRUST UAD | DE | PRESIDENT & MANAGING PARTNER | NA | Control |
| AMY J. D'AMICO TRUST UAD | DE | PRESIDENT & MANAGING PARTNER | NA | Control |
| AMY J. D'AMICO TRUST UAD | DE | PRESIDENT & MANAGING PARTNER | NA | Control |
| BEYER, MARISSA, GRACE | I | PARTNER & SENIOR WEALTH ADVISOR | NA | |
| BEYER, MARISSA, GRACE | I | PARTNER & SENIOR WEALTH ADVISOR | NA | |
| BEYER, MARISSA, GRACE | I | PARTNER & SENIOR WEALTH ADVISOR | NA | |
| BEYER, MARISSA, GRACE | I | PARTNER & SENIOR WEALTH ADVISOR | NA | |
| BEYER, MARISSA, GRACE | I | PARTNER & SENIOR WEALTH ADVISOR | NA | |
| D'AMICO, AMY, JOSEPHINE | I | MANAGING MEMBER | NA | Control |
| D'AMICO, AMY, JOSEPHINE | I | PRESIDENT & MANAGING PARTNER | NA | Control |
| D'AMICO, AMY, JOSEPHINE | I | PRESIDENT & MANAGING PARTNER | NA | Control |
| D'AMICO, AMY, JOSEPHINE | I | PRESIDENT & MANAGING PARTNER | NA | Control |
| D'AMICO, AMY, JOSEPHINE | I | PRESIDENT & MANAGING PARTNER | NA | Control |
| D'AMICO, AMY, JOSEPHINE | I | PRESIDENT & MANAGING PARTNER | NA | Control |
| D'AMICO, AMY, JOSEPHINE | I | PRESIDENT & MANAGING PARTNER | NA | Control |
| D'AMICO, AMY, JOSEPHINE | I | PRESIDENT & MANAGING PARTNER | NA | Control |
| D'AMICO, AMY, JOSEPHINE | I | PRESIDENT & MANAGING PARTNER | NA | Control |
| D'AMICO, AMY, JOSEPHINE | I | PRESIDENT & MANAGING PARTNER | NA | Control |
| D'AMICO, AMY, JOSEPHINE | I | PRESIDENT & MANAGING PARTNER | NA | Control |
| D'AMICO, ANTHONY, SERAFINO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Eberhardt, Brian | I | PARTNER & LEAD WEALTH ADVISOR | NA | |
| Eberhardt, Brian | I | PARTNER & LEAD WEALTH ADVISOR | NA | |
| Eberhardt, Brian | I | PARTNER & LEAD WEALTH ADVISOR | NA | |
| Eberhardt, Brian | I | PARTNER & LEAD WEALTH ADVISOR | NA | |
| Eberhardt, Brian | I | PARTNER & LEAD WEALTH ADVISOR | NA | |
| Fiore, Lindsay | I | PARTNER & OPERATIONS MANAGER | NA | |
| Fiore, Lindsay | I | PARTNER & DIRECTOR OF OPERATIONS | NA | |
| Fiore, Lindsay | I | PARTNER & OPERATIONS MANAGER | NA | |
| Fiore, Lindsay | I | PARTNER & DIRECTOR OF OPERATIONS | NA | |
| Fiore, Lindsay | I | PARTNER & DIRECTOR OF OPERATIONS | NA | |
| Kindall, Tracy | I | COMPLIANCE MANAGER | NA | |
| Kindall, Tracy | I | COMPLIANCE MANAGER | NA | |
| Kindall, Tracy | I | COMPLIANCE MANAGER | NA | |
| Kindall, Tracy | I | COMPLIANCE MANAGER | NA | |
| Kindall, Tracy | I | COMPLIANCE MANAGER | NA | |
| Kindall, Tracy | I | COMPLIANCE MANAGER | NA | |
| Kindall, Tracy | I | COMPLIANCE MANAGER | NA | |
| PUCEK, ERIC, T | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| PUCEK, ERIC, T | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| PUCEK, ERIC, T | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| PUCEK, ERIC, T | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY S. D'AMICO TRUST UAD | DE | FOUNDER, MANAGING PARTNER | E | Control |
| ANTHONY S. D'AMICO TRUST UAD | DE | FOUNDER & MANAGING PARTNER | E | Control |
| ANTHONY S. D'AMICO TRUST UAD | DE | FOUNDER, MANAGING PARTNER | E | Control |
| ANTHONY S. D'AMICO TRUST UAD | DE | FOUNDER & MANAGING PARTNER | E | Control |
| ANTHONY S. D'AMICO TRUST UAD | DE | FOUNDER & MANAGING PARTNER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | FOUNDER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | FOUNDER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | FOUNDER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | FOUNDER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | FOUNDER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | FOUNDER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | FOUNDER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | FOUNDER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | FOUNDER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| D'AMICO, ANTHONY, SERAFINO | I | FOUNDER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| D'AMICO, AMY, JOSEPHINE | I | AMY J. D'AMICO TRUST UAD | F | Control |
| D'AMICO, AMY, JOSEPHINE | I | AMY J. D'AMICO TRUST UAD | F | Control |
| D'AMICO, AMY, JOSEPHINE | I | AMY J. D'AMICO TRUST UAD | F | Control |
| D'AMICO, ANTHONY, SERAFINO | I | ANTHONY S. D'AMICO TRUST UAD | F | Control |
| D'AMICO, ANTHONY, SERAFINO | I | ANTHONY S. D'AMICO TRUST UAD | F | Control |
| D'AMICO, ANTHONY, SERAFINO | I | ANTHONY S. D'AMICO TRUST UAD | F | Control |
Registrations
Federal
IA
Aug 28, 2025 REGISTERED
Notice Filings (5)
CA FL MN OH TX
Address
7530 LUCERNE DRSUITE 400
MIDDLEBURG HEIGHTS, OH 44130
United States
Phone: 440-572-5552