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Building 2FIDATO WEALTH LLC

Map pinMIDDLEBURG HEIGHTS, OH
Phone440-572-5552
NotebookSEC #801-108417
Total AUM
$510.8M
Employees
12
Clients
303

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7530 LUCERNE DR
SUITE 400
MIDDLEBURG HEIGHTS
OH 44130
United States
Operating Hours
M-R - 8:00 A.M. - 4:30 P.M. AND F - 9:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
440-572-5552

ReceiptFinancials

Total AUM
$510.8M
Accounts
1,160
Discretionary
$510.8M
Accounts
1,160
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$37.9M
HNW Individual Clients
214
AUM
$464.1M
Pension/Profit Sharing Plan Clients
6
AUM
$8.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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