FIDATO WEALTH LLC

7530 Lucerne Dr
Suite 400
Middleburg Heights, Ohio 44130
Tel: 440-572-5552

About FIDATO WEALTH LLC

FIDATO WEALTH LLC, formally registered with the SEC as FIDATO WEALTH LLC. The firm was established in 09/29/2016. They have over 1 offices throughout the country.

FIDATO WEALTH LLC is a Middleburg Heights, Ohio based Financial Planning firm with nearly $334,451,451 assets under management, offering retirement planning & investment advisory services to 965 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158173
SEC#	801-108417
Assets Managed by Firm	$334,451,451
No. of Clients	965
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	965	$334,451,451
Individuals (other than high net worth individuals)	86	$38,499,192
High net worth individuals	170	$289,878,940
Pension and profit sharing plans	5	$6,073,319

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