Fidato Wealth Llc
- Regulatory AUM
- $511M
- Discretionary
- $511M
- Clients
- 303
- Avg AUM / client
- $1.7M
- Accounts
- 1,160
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 83 | $37.9M | 7.42% |
| High net worth individuals | 214 | $464M | 90.9% |
| Pension and profit sharing plans | 6 | $8.7M | 1.71% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Serafino D'amico | Trustee | CFP | Jul 2011 (15y) | GP / trustee / elected manager of Anthony S. D'amico Trust Uad (indirect) |
| Amy Josephine D'amico | Trustee | Oct 2012 (14y) | GP / trustee / elected manager of Amy J. D'amico Trust Uad (indirect) | |
| Brian Eberhardt | Partner & Lead Wealth Advisor | Feb 2016 (11y) | Less than 5% | |
| Marissa Grace Beyer | Partner & Senior Wealth Advisor | CFP | Sep 2020 (6y) | Less than 5% |
| Fiore, Lindsay | Partner & Director Of Operations | Jan 2023 (4y) | Less than 5% | |
| Pucek, Eric, T | Managing Director & Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Brennan J Thiergartner | Registered representative | CFP | Jul 2022 (4y) | |
| Daniel John Yergan | Registered representative | CFP | May 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Anthony S. D'amico Trust Uad | Founder & Managing Partner | Jun 2011 | A | 75% or more |
| Amy J. D'amico Trust Uad | President & Managing Partner | Jun 2011 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 859 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $476M (93% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 03, 2026.
View current Form ADV (SEC/IAPD) ↗