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Partner & Lead Wealth Advisor · Fidato Wealth LLC

Brian Eberhardt

CRD 6610764 · Named on Form ADV at one SEC-registered adviser

At a glance

Fidato Wealth LLC, an SEC-registered wealth manager based in Middleburg Heights, OH with $511 million in regulatory assets, lists Brian Eberhardt on its Form ADV as Partner & Lead Wealth Advisor.

Firms and roles

  • Fidato Wealth LLCPartner & Lead Wealth AdvisorWealth manager · Middleburg Heights, OH · $511M in regulatory assets

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Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.