Fidato Wealth LLC

EST. AUM
$510,752,617

CONTACTS

CLIENT ACCOUNTS
1,160

Firm Details

Metro area Columbus
CRD Number 158173
Website fidatowealth.com
Client types

Overview

Fidato Wealth LLC is an independent, SEC-registered investment adviser (RIA) headquartered in Middleburg Heights, Ohio, founded by Tony D'Amico, CEPA®, CFP® and Amy D'Amico, CEPA®. Operating under a strict fiduciary mandate, the firm provides individualized wealth management, comprehensive retirement life-cycle engineering, and advanced corporate consulting for highly-compensated professionals, corporate executives, and private business owners. Fidato Wealth separates itself from traditional money managers by utilizing its proprietary Business with Purpose™ advisory process, explicitly helping entrepreneurs protect enterprise equity, accelerate growth, and coordinate tax-aware exit or succession architectures. Their core investment philosophy is anchored in a disciplined, science-based allocation methodology that entirely rejects commission-driven products and market-timing speculation. Instead, they design globally diversified, low-cost portfolios constructed around liquid exchange-traded funds (ETFs) and institutional mutual funds that are reviewed daily and integrated directly with client retirement cash-flow models.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Fidato Wealth LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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