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Multi Family OfficeNo direct investingLAST VERIFIED Aug 2026 · 1 SOURCES

Fidato Wealth LLC

Multi family office in the United States.

Identity

HEADQUARTERS
United States

Overview

This multi family office has its headquarters in the United States. 9 people are named on its team.

People

  • Tony D’Amico
    CEPA®, CFP® — Founder, CEO · source
  • Amy D’Amico
    CEPA® — Co-Founder, Chief Finance & People Officer · source
  • Lindsay Fiore
    Partner — Chief Operating Officer · source
  • Marissa Beyer
    CFP® — Partner, Director of Advisory · source
  • Brian Eberhardt
    Partner — Director of Advisor Development & Success · source
  • Daniel Yergan
    MSPFP, CFP® — Lead Wealth Advisor · source
  • Brennan Thiergartner
    CFP® — Business Intelligence Lead, Wealth Advisor · source
  • Glenda Wilder
    Lead Client Service Specialist · source
  • Emily Mathews
    Client Service Specialist · source

Classification

Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →

FAQ

Fidato Wealth LLC is a multi family office based in the United States.

Fidato Wealth LLC does not publicly state whether it invests directly or through funds.

Key people at Fidato Wealth LLC include Tony D’Amico (CEPA®, CFP® — Founder, CEO), Amy D’Amico (CEPA® — Co-Founder, Chief Finance & People Officer), Lindsay Fiore (Partner — Chief Operating Officer) and Marissa Beyer (CFP® — Partner, Director of Advisory).