RIA Intel›Advisers›Ohio›FIDATO WEALTH LLC

FIDATO WEALTH LLC

Advisory

N·MIDDLEBURG HEIGHTS, OH

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$511M

1-Year AUM Growth

+23.6%

3-Year CAGR

+9.0%

Employees

7

Assets Under Management

Total AUM$511M

Discretionary AUM$511M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients273

Team

Total Employees7

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record21

First FilingSep 12, 2016

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FIDATO WEALTH LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.