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FIDATO WEALTH LLC

MIDDLEBURG HEIGHTS, OH · CRD 158173 · IAPD ↗ · link.edgepilot.com · 440-572-5552

$510.8MRegulatory AUM
7Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — FIDATO WEALTH LLC crossed $500M in regulatory AUM ($406.5M -> $510.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2024 — FIDATO WEALTH LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.