# FIDATO WEALTH LLC

FIDATO WEALTH LLC of MIDDLEBURG HEIGHTS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 158173
- Type: SEC-registered investment adviser
- SEC file number: 801-108417
- Location: 7530 LUCERNE DR, MIDDLEBURG HEIGHTS, OH, 44130
- Phone: 440-572-5552
- Latest filing: 2026-08-03
- Regulatory AUM: $510.8M
- Discretionary AUM: $510.8M
- Clients: 12
- Accounts: 1,160

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Amy Josephine D'Amico | TRUSTEE | — |
| Anthony Serafino D'Amico | TRUSTEE | — |
| Brian Eberhardt | PARTNER & LEAD WEALTH ADVISOR | — |
| Marissa Grace Beyer | PARTNER & SENIOR WEALTH ADVISOR | — |
| Lindsay Fiore | PARTNER & CHIEF OPERATING OFFICER; PARTNER & DIRECTOR OF OPERATIONS | — |
| Eric T Pucek | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| PUCEK ERIC T | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| D'AMICO ANTHONY SERAFINO | CHIEF COMPLIANCE OFFICER; FOUNDER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| Kindall Tracy | COMPLIANCE MANAGER | — |
| D'AMICO AMY JOSEPHINE | MANAGING MEMBER; PRESIDENT & MANAGING PARTNER; TRUSTEE | — |
| Eberhardt Brian | PARTNER & LEAD WEALTH ADVISOR | — |
| BEYER MARISSA GRACE | PARTNER & SENIOR WEALTH ADVISOR | — |
| Fiore Lindsay | PARTNER & DIRECTOR OF OPERATIONS; PARTNER & OPERATIONS MANAGER | — |
| Ian James Mcdonald | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158173/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158173/similar
- Related entities: https://search.stillhousedata.com/firm/158173/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158173

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.