FIDATO WEALTH LLC
C31
CRD 158173·SEC 801-108417·MIDDLEBURG HEIGHTS, OH
AUM
$510.8M
$500M-$1B
Est. Revenue
$5.1M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $166.9M
'21 · $212.4M
'22 · $311.1M
'23 · $311.1M
'25 · $406.5M
'26 · $510.8M
'20'26
$166.9M → $510.8M▲ +206%
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 6 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 6 advisors
'26 · 7 advisors
'20'26
5 advisors → 7 advisors▲ +40%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
7530 LUCERNE DRIVESUITE 400MIDDLEBURG HEIGHTS, OH 44130
Business
7530 LUCERNE DRIVESUITE 400MIDDLEBURG HEIGHTS, OH 44130
Edgar Recent Filings
13F-HR2026-05-07 · 0001711360-26-000003
13F-HR2026-02-13 · 0001711360-26-000001