MIDDLEBURG HEIGHTS, OHCRD 158173Latest ADV March 25, 2026
Fidato Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Middleburg Heights, OH. Its latest Form ADV filing, dated March 25, 2026, reports $511M in regulatory assets under management, 12 employees, and 1,160 accounts.
Assets Under Management
$511M
Employees
12
Offices
--
Total Clients
303
Primary office
MIDDLEBURG HEIGHTS, OH
7530 LUCERNE DR, SUITE 400, MIDDLEBURG HEIGHTS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.6% of total clients.
Top client categories% of clientsClients
1
HNWI
70.6%
214
2
Individuals
27.4%
83
3
Pension Plans
2.0%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$511Mas of March 25, 2026
Discretionary100.0%
$511M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$511M
Total Accounts1,160
10Y AUM Change+$397M (+347.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee25:1
10Y Employee Change+6 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.