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Fidato Wealth LLC
Fidato Wealth is a wealth management firm focused on meaningful impact and strengthening families. Its purpose is about creating legacies, empowering lives,...
Fidato Wealth LLC
Fidato Wealth is a wealth management firm focused on meaningful impact and strengthening families. Its purpose is about creating legacies, empowering lives, and building partnerships that thrive long into the future, with every interaction meant to be deeply personal and meaningful. Fidato Wealth LLC is a Registered Investment Adviser offering comprehensive fiduciary advice and holistic wealth planning.
General information
Firm type
Multi Family Office
Principals
Tony D’Amico
CEPA®, CFP® — Founder, CEO
Amy D’Amico
CEPA® — Co-Founder, Chief Finance & People Officer
Lindsay Fiore — Partner
Chief Operating Officer
Marissa Beyer
CFP® — Partner, Director of Advisory
Brian Eberhardt — Partner
Director of Advisor Development & Success
Daniel Yergan
MSPFP, CFP® — Lead Wealth Advisor
Brennan Thiergartner
CFP® — Business Intelligence Lead, Wealth Advisor
Glenda Wilder — Lead Client Service Specialist
Emily Mathews — Client Service Specialist
Frequently asked questions
Who runs investment decisions at Fidato Wealth LLC?
No named investment professionals or principals are publicly associated with the firm. Its leadership team has not been disclosed in corporate filings, media reports, or the firm's own communications.
How does Fidato Wealth LLC source deal flow?
There is no public information about Fidato Wealth's sourcing model. The firm's approach to proprietary deal flow, relationships with intermediaries, or co-investment networks has not been described in any verifiable source.
What investment stages does Fidato Wealth typically target?
No investment-stage preferences have been disclosed. The firm's target stages — whether venture, growth, buyout, or credit — are unknown.
Which sectors does Fidato Wealth explicitly avoid?
No sector limitations or avoidance policies have been published. The firm's investment universe is entirely undefined in the public domain.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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