DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Fidato Wealth LLC
Latest filing Sep 2, 2026
First filing on the tape Sep 12, 2016 · 28 filings
SEC status approved since Sep 29, 2016
RAUM
$511M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$502M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$73.0M
derived; firm RAUM over IAPD count
Employees
12
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$511M as of Aug 3, 2026
Mar 14, 2017$114M then
HNW client RAUM$464M as of Aug 3, 2026
Mar 13, 2018$71.6M then
State-registered IARs (5.B.3)8 as of Aug 3, 2026
Mar 14, 20175 then
Employees (5.A)12 as of Aug 3, 2026
Mar 14, 20176 then
Private funds: no history
RAUM +26% over the last fiscal year+24% a year over threeIARs 7 to 8
Practice profile
derived from the filing of Sep 2, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $73.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 42derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $440,304derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- +14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +11%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $199M, 204 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$464M91%
- Individuals$37.9M7.4%
- Pension and profit-sharing plans$8.7M1.7%
- Individual clients
- 83reported
- HNW clients
- 214reported
- Pension plan clients
- 6reported
- Charitable clients
- n/areported
- Accounts
- 1,160reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $199M for 204 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Anthony Serafino D'AmicoCertified Financial Planner | Middleburg Heights, Oh | Jul 25, 2011 | 17 y | 1 |
| Amy Josephine D'Amico | Middleburg Heights, Oh | Oct 9, 2012 | 17 y | 0 |
| Brian Eberhardt | Middleburg Heights, Oh | Feb 3, 2016 | 10 y | 0 |
| Marissa Grace BeyerCertified Financial Planner | Middleburg Heights, Oh | Sep 3, 2020 | 13 y | 2 |
| Brennan J ThiergartnerCertified Financial Planner | Middleburg Heights, Oh | Jul 26, 2022 | 14 y | 0 |
| Daniel John YerganCertified Financial Planner | Middleburg Heights, Oh | May 30, 2023 | 16 y | 1 |
| Andrew J. OutcaltCertified Financial Planner | Middleburg Heights, Oh | Aug 18, 2026 | 11 y | 2 |
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 14% of current headcount2 left over 36 months
Left, latest
- Anthony Stanley Biasiotta to Kith & Kin WealthApr 1, 2026 · RIA to a state-registered adviser
- David Andrew Flegal to Flegal Financial PlanningFeb 26, 2024 · RIA to a state-registered adviser
- David Alan Stribula to Sequoia Financial Group, L.L.C.Jul 8, 2020 · RIA to RIA
- Jake Birnberg to Portsmouth Financial ServicesFeb 3, 2016 · Other
- Daniel James Packard to Wealth Watch Advisors, IncJan 27, 2016 · Other
- Ronald Chris Packard to Wealth Watch Advisors, IncJan 27, 2016 · Other
- Lori Ann Day to Horter Investment Management, LLCFeb 3, 2015 · Other
Joined, latest
- Andrew J. Outcalt from Commonwealth Financial NetworkAug 18, 2026 · Affiliated broker-dealer or bank to independent RIA
- Anthony Stanley Biasiotta from Advice And Planning ServicesFeb 19, 2025 · Affiliated broker-dealer or bank to independent RIA
- David Andrew Flegal from Landing Point Financial GroupMay 31, 2023 · RIA to RIA
- Daniel John Yergan from Valmark Advisers, Inc.May 30, 2023 · Affiliated broker-dealer or bank to independent RIA
- Marissa Grace Beyer from True Wealth Design, LLCSep 3, 2020 · RIA to RIA
- Anthony Serafino D'Amico from Brookstone Capital Management LLCJul 25, 2011 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Wealth Watch Advisors, IncJan 27, 2016 · Middleburg Heights, Oh
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- T Eric Pucek · Managing Director & Chief Compliance Officercontrolsince 07/2023 · owns less than 5%
- Josephine Amy D'Amico · Trusteecontrolsince 10/2021 · owns F of Amy J. D'Amico Trust Uad
- Serafino Anthony D'Amico · Trusteecontrolsince 08/2016 · owns F of Anthony S. D'Amico Trust Uad
- Grace Marissa Beyer · Partner & Senior Wealth Advisorsince 01/2023 · owns less than 5%
- Brian Eberhardt · Partner & Lead Wealth Advisorsince 01/2023 · owns less than 5%
- Lindsay Fiore · Partner & Director Of Operationssince 01/2023 · owns less than 5%
Entity owners
- Amy J. D'Amico Trust Uad · President & Managing Partnerdirect · owns less than 5%
- Anthony S. D'Amico Trust Uad · Founder & Managing Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Middleburg Heights, Oh · principal | 7 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · 0 to 0Aug 3, 2026 to Sep 2, 2026
- Succession · false to unsetAug 3, 2026 to Sep 2, 2026
- Accounts · 1,032 to 1,160Aug 28, 2025 to Mar 25, 2026
- Advisory employees · 6 to 7Aug 28, 2025 to Mar 25, 2026
- HNW clients · 188 to 214Aug 28, 2025 to Mar 25, 2026
- Individual clients · 79 to 83Aug 28, 2025 to Mar 25, 2026
- Assets in custody · $135M to $199MAug 28, 2025 to Mar 25, 2026
- Employees · 11 to 12Aug 28, 2025 to Mar 25, 2026
- State-registered IARs · 7 to 8Aug 28, 2025 to Mar 25, 2026
- Discretionary RAUM · $407M to $511MAug 28, 2025 to Mar 25, 2026
- HNW RAUM · $362M to $464MAug 28, 2025 to Mar 25, 2026
- Individual RAUM · $36.1M to $37.9MAug 28, 2025 to Mar 25, 2026
- Pension RAUM · $8.0M to $8.7MAug 28, 2025 to Mar 25, 2026
- RAUM · $407M to $511MAug 28, 2025 to Mar 25, 2026
- Financial planning clients · 0 to 0Mar 13, 2025 to Aug 28, 2025
- Accounts · 965 to 1,032Mar 15, 2024 to Mar 13, 2025
- Advisory employees · 7 to 6Mar 15, 2024 to Mar 13, 2025
- Advisory activities · 3 to 4Mar 15, 2024 to Mar 13, 2025
- HNW clients · 170 to 188Mar 15, 2024 to Mar 13, 2025
- Individual clients · 86 to 79Mar 15, 2024 to Mar 13, 2025
- Pension plan clients · 5 to 6Mar 15, 2024 to Mar 13, 2025
- Assets in custody · $92.9M to $135MMar 15, 2024 to Mar 13, 2025
- Employees · 12 to 11Mar 15, 2024 to Mar 13, 2025
- State-registered IARs · 8 to 7Mar 15, 2024 to Mar 13, 2025
- Discretionary RAUM · $334M to $407MMar 15, 2024 to Mar 13, 2025
- HNW RAUM · $290M to $362MMar 15, 2024 to Mar 13, 2025
- Individual RAUM · $38.5M to $36.1MMar 15, 2024 to Mar 13, 2025
- Pension RAUM · $6.1M to $8.0MMar 15, 2024 to Mar 13, 2025
- RAUM · $334M to $407MMar 15, 2024 to Mar 13, 2025
- Accounts · 942 to 965Jul 31, 2023 to Mar 15, 2024
- Advisory employees · 5 to 7Jul 31, 2023 to Mar 15, 2024
- HNW clients · 147 to 170Jul 31, 2023 to Mar 15, 2024
- Individual clients · 98 to 86Jul 31, 2023 to Mar 15, 2024
- Pension plan clients · 4 to 5Jul 31, 2023 to Mar 15, 2024
- Assets in custody · $68.8M to $92.9MJul 31, 2023 to Mar 15, 2024
- Employees · 10 to 12Jul 31, 2023 to Mar 15, 2024
- State-registered IARs · 5 to 8Jul 31, 2023 to Mar 15, 2024
- Discretionary RAUM · $271M to $334MJul 31, 2023 to Mar 15, 2024
- HNW RAUM · $224M to $290MJul 31, 2023 to Mar 15, 2024
- Individual RAUM · $43.2M to $38.5MJul 31, 2023 to Mar 15, 2024
Signals
6 dated events
- Anthony Stanley Biasiotta left Fidato Wealth Llc for Kith & Kin Wealth (registered 2026-04-20)Apr 1, 2026 · Advisor changed firm · fact
- Fidato Wealth Llc reported RAUM $510.8M, up 26% from $406.5M (2025-08-28 to 2026-03-25)Mar 25, 2026 · RAUM change · derived
- David Andrew Flegal left Fidato Wealth Llc for Flegal Financial Planning (registered 2024-08-30)Feb 26, 2024 · Advisor changed firm · fact
- T Eric Pucek (Managing Director & Chief Compliance Officer) appeared on Schedule A of Fidato Wealth LlcJul 31, 2023 · Control person joined · fact
- Josephine Amy D'Amico (Managing Member) appeared on Schedule A of Fidato Wealth LlcMar 22, 2019 · Control person joined · fact
- The Fidato Group Llc filed its initial SEC registration (Form ADV)Sep 12, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/FIDATO-WEALTHreportedpublic record, Form ADV, Sep 17, 2026
- Website
- valueaccelerated.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 440-572-5552reportedpublic record, Form ADV, Sep 2, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $73.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026