Insights

Recognition and Credibility Fidato Wealth has been recognized as a Top Advisor for three consecutive years and ranked on the Top RIA list in 2017 and 2018, illustrating strong industry credibility and a proven track record which can attract high-net-worth clients seeking proven expertise.

Strong Industry Position With a revenue ranging between $10 million and $25 million and a dedicated team of 11-50 employees, Fidato Wealth demonstrates sustainable growth and a focused operational scale, making it a potential partner for advanced financial technology solutions.

Community Engagement The company's active involvement in community initiatives like Clothes For Kids highlights its commitment to social responsibility, providing opportunities to engage clients and prospects who value socially conscious wealth management practices.

Niche Market Focus Fidato Wealth’s emphasis on highly compensated professionals and personalized, human-centric financial planning presents a targeted opportunity to offer specialized services or innovative financial products tailored to affluent professional clients.

Digital Presence Utilizing analytics and web tools such as Google Analytics and WP-Statistics, Fidato Wealth shows a strong online engagement strategy that can be leveraged to introduce advanced client engagement software and digital marketing solutions.

Fidato Wealth Tech Stack

Fidato Wealth uses 8 technology products and services including WP-Statistics, oEmbed, Font Awesome, and more. Explore Fidato Wealth's tech stack below.

  • WP-Statistics
    Analytics
  • oEmbed
    Dev Tools
  • Font Awesome
    Font Scripts
  • WP Engine
    Platform As A Service
  • HTTP/3
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • ThemeIsle Menu Icons
    Web Platform Extensions
  • Better Click To Tweet
    Wordpress Plugins

Fidato Wealth's Email Address Formats

Fidato Wealth uses at least 1 format(s):
Fidato Wealth Email FormatsExamplePercentage
First@fidatowealth.comJohn@fidatowealth.com
50%
First@fidatowealth.comJohn@fidatowealth.com
50%

Frequently Asked Questions

Where is Fidato Wealth's headquarters located?

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Fidato Wealth's main headquarters is located at 7530 Lucerne Drive Middleburg Heights, Ohio United States. The company has employees across 1 continents, including North America.

What is Fidato Wealth's phone number?

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You can contact Fidato Wealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Fidato Wealth's official website and social media links?

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Fidato Wealth's official website is fidatowealth.com and has social profiles on LinkedIn.

What is Fidato Wealth's NAICS code?

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Fidato Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Fidato Wealth have currently?

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As of April 2026, Fidato Wealth has approximately 11 employees across 1 continents, including North America. Key team members include Founder & Ceo: T. D.Partner & Lead Wealth Advisor: B. E.Client Service Specialist / Director Of First Impressions: S. K.. Explore Fidato Wealth's employee directory with LeadIQ.

What industry does Fidato Wealth belong to?

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Fidato Wealth operates in the Financial Services industry.

What technology does Fidato Wealth use?

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Fidato Wealth's tech stack includes WP-StatisticsoEmbedFont AwesomeWP EngineHTTP/3Google AnalyticsThemeIsle Menu IconsBetter Click To Tweet.

What is Fidato Wealth's email format?

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Fidato Wealth's email format typically follows the pattern of First@fidatowealth.com. Find more Fidato Wealth email formats with LeadIQ.

When was Fidato Wealth founded?

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Fidato Wealth was founded in 2008.

Fidato Wealth

Financial ServicesOhio, United States11-50 Employees

At Fidato Wealth, we manage more than finances, we steward futures. In everything we do, it’s about strengthening families.

Based in Ohio, our foundation is built on clarity, discipline, and personal connection. We guide individuals, families, and business owners through wealth management, retirement planning, and business advisory, with a special focus on highly compensated professionals. Because we know that every person’s ambitions and hopes are unique, we don’t believe in one-size-fits-all advice. We listen first, then tailor every recommendation to what matters most.

If you desire a partner who sees your future not as something distant, but something shaped every day; someone who invests in your legacy; someone who considers financial planning a deeply human endeavor; this is Fidato Wealth.

Section iconCompany Overview

Headquarters
7530 Lucerne Drive Middleburg Heights, Ohio United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Fidato Wealth's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Fidato Wealth's revenue is estimated to be in the range of $10M$25M

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