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VerifiedFinancial Services· Founded 2008

Fidato Wealth

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.

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HeadquartersMiddleburg Heights, United StatesEmployees12(11 to 50)Annual revenue$1M to <$10MFounded year2008Websitefidatowealth.comLinkedIn profileLinkedIn

Verified contacts

15

available on Kipplo

LinkedIn employees

12

11 to 50 range

Open roles

no listings

Distinct roles

11

indexed titles

Tech stack

1

tools in use

Monthly traffic

44

organic / mo

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Top roles at Fidato Wealth

11 distinct titles indexed · top 10 shown.

  • 4client service specialist
  • 1associate wealth advisor
  • 1client service specialist director of first impressions
  • 1co-founder & managing partner
  • 1financial planning specialist
  • 1founder and managing partner
  • 1managing director & chief compliance officer
  • 1partner
  • 1partner & director of operations
  • 1partner & lead wealth advisor
  • +1more titles

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