Fidato Wealth LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 158173
- SEC number
- 801-108417
- Firm type
- RIA
- Assets under management
- $510.8M as of May 15, 2026
- Website
- link.edgepilot.com/s/23d67d94/56uFHbfYbUS_3JlPguKj1Q?u=https://www.youtube.com/channel/UCAS-ToVnb5GIBRZPqAX-UgA ↗
- Phone
- 440-572-5552
- Address
- 7530 Lucerne Dr, Middleburg Heights, OH, 44130
Advisors at this firm
6 in our index · page 1 of 1
-
Marissa Grace BeyerCRD 5003332 · Middleburg Heights, OHIA Registered
-
Amy Josephine D'amicoCRD 6126277 · Middleburg Heights, OHIA Registered
-
Anthony Serafino D'amicoCRD 5753413 · Middleburg Heights, OHIA Registered
-
Brian EberhardtCRD 6610764 · Middleburg Heights, OHIA Registered
-
Brennan J ThiergartnerCRD 6928799 · Middleburg Heights, OHIA Registered
-
Daniel John YerganCRD 6950444 · Middleburg Heights, OHIA RegisteredRegistration inactive
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 158173 ↗
FINRA BrokerCheck record for firm CRD 158173 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.