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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BeaconElement
- Established Date
- 07-25-2011
- Office Locations
- 1
Office Locations
About Fidato Wealth LLC
Fidato Wealth is an Ohio-based RIA providing holistic wealth planning and investment management for high-net-worth individuals and families, including purpose-driven and multigenerational wealth builders, business owners, and women wealth builders. The firm coordinates planning with clients’ attorneys and accountants and implements portfolios using vehicles such as ETFs and mutual funds (Schwab custody). Notable: in-house CCO with SEC/UBS compliance background; founder Tony D’Amico is quoted in major media.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
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Technology
Owner & Executives
MARISSA GRACE BEYER
Partner, Senior Wealth Advisor
- CRD
- #5003332
- Ownership
- Less than 5%
Brian Eberhardt
Partner
- CRD
- #6610764
- Ownership
- Less than 5%
Legacy focus
Meridian focus optima
- CRD
- #70608
- Ownership
- 34.8%
Showing 2 of 4 owners & executives
Unlock allContacts
AMY JOSEPHINE D'AMICO
Managing Partner
- CRD
- #6126277
ANTHONY SERAFINO D'AMICO
Chief Compliance Officer, Founder, Managing Member, Managing Partner
- CRD
- #5753413
Horizon frontier
North catalyst
- CRD
- #25272
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $510,752,617 | $440,304 |
| Non-Discretionary | $0 | -- |
| Total | $510,752,617 | $440,304 |
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Separately Managed Accounts
Total SMA Asset: $510,752,617
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $694,659,975 | 26.8% |
| Cash | $717,988,109 | 27.7% |
| Equity - Exchange | $567,651,248 | 21.9% |
| Other | $611,715,501 | 23.6% |
| Total | $2,592,014,833 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA CAPITAL RADIAL | PRIME BRIDGE | 74FWKGEES | UETLV | 9.12% | $4,163,546 |
| FOUNDATION GLACIER | EAGLE UNISON | QWJFHXGT5 | VVDP | 1.55% | $36,141,089 |
| MATRIX UNISON EMBER | UNISON PEAK | SZBJ7RIYI | DGJRW | 2.80% | $86,594,241 |
| MOMENTUM SUMMIT PRIME | INSIGHT VALUE | D6AOFJN18 | VFKGC | 2.36% | $13,127,374 |
| CREST FOUNDATION VECTOR | VERTEX NORTH | WS8TNNN57 | NARGG | 3.03% | $86,742,824 |
| DELTA FOCUS EAGLE | ATLAS VALUE | JEH3TLZNA | OLRAG | 5.32% | $75,649,618 |
| MOMENTUM ATLAS | FRONTIER PIONEER | 14J6EWEUN | PLBIZ | 12.40% | $50,163,014 |
| BEACON SIGNAL FOUNDATION | CREST FRONTIER | IBBDI02ZP | JSDH | 10.64% | $51,170,773 |