Fidato Wealth LLC

Fidato Wealth LLC (CRD# 158173) is a financial advisory firm headquartered in Middleburg Heights, OH. They manage $334,451,451 in 965 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7530 Lucerne Dr, Suite 400, Middleburg Heights, OH 44130
https://link.edgepilot.com/s/23d67d94/56ufhbfybus_3jlpgukj1q?u=https://www.youtube.com/channel/ucas-tovnb5gibrzpqax-uga
By the Numbers
  • Total Assets Under Management
    334
    MILLION
  • Total Number of Accounts
    965
    ACCOUNTS
  • Average Account Value
    $346,582
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Fidato Wealth LLC
Showing 1 - 6 of 6 top financial advisors.
1
Marissa Beyer, financial advisor Middleburg Heights OH
Marissa G. Beyer
CRD#: 5003332
7530 Lucerne Dr, Suite 400, Middleburg Heights, OH 44130

Marissa Beyer (CRD# 5003332) is an Investment Advisor Representative working at Fidato Wealth LLC in Middleburg Heights, OH and has 1 year of experience in the finance industry.

2
Amy D'amico, financial advisor Middleburg Heights OH
Amy J. D'amico
CRD#: 6126277
7530 Lucerne Dr, Suite 400, Middleburg Heights, OH 44130

Amy D'amico (CRD# 6126277) is an Investment Advisor Representative working at Fidato Wealth LLC in Middleburg Heights, OH and has over 11 years of experience in the finance industry.

3
Anthony D'amico, financial advisor Middleburg Heights OH
Anthony S. D'amico
CRD#: 5753413
7530 Lucerne Drive, Suite 400, Middleburg Heights, OH 44130

Anthony D'amico (CRD# 5753413) is an Investment Advisor Representative working at Fidato Wealth LLC in Middleburg Heights, OH and has over 14 years of experience in the finance industry.

4
Brian Eberhardt, financial advisor Middleburg Heights OH
Brian Eberhardt
CRD#: 6610764
7530 Lucerne Dr, Suite 400, Middleburg Heights, OH 44130

Brian Eberhardt (CRD# 6610764) is an Investment Advisor Representative working at Fidato Wealth LLC in Middleburg Heights, OH and has over 8 years of experience in the finance industry.

5
Brennan Thiergartner, financial advisor Middleburg Heights OH
Brennan J. Thiergartner
CRD#: 6928799
7530 Lucerne Dr, Suite 400, Middleburg Heights, OH 44130

Brennan Thiergartner (CRD# 6928799) is an Investment Advisor Representative working at Fidato Wealth LLC in Middleburg Heights, OH and has 1 year of experience in the finance industry.

6
Daniel Yergan, financial advisor Middleburg Heights OH
Daniel J. Yergan
CRD#: 6950444
7530 Lucerne Dr, Suite 400, Middleburg Heights, OH 44130

Daniel Yergan (CRD# 6950444) is an Investment Advisor Representative working at Fidato Wealth LLC in Middleburg Heights, OH and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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