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Philip Donato Capriotti

DONATO WEALTH MANAGEMENT, PLLC·CEDAR PARK, Texas
Clean recordDONATO WEALTH MANAGEMENT, PLLC
1603 MEDICAL PARKWAY, CEDAR PARK, TX 78613CRD# 7181143Firm CRD# 305031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Donato Capriotti · CEDAR PARK, TX
Registration
CRD #7181143 · DONATO WEALTH MANAGEMENT, PLLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Philip Donato Capriotti is a registered financial advisor based in CEDAR PARK, Texas, affiliated with DONATO WEALTH MANAGEMENT, PLLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DONATO WEALTH MANAGEMENT, PLLC
EMPOWER WEALTH MANAGEMENT
AUM
$146M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DONATO WEALTH MANAGEMENT, PLLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7181143
Firm CRD# 305031
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Philip Donato Capriotti offer?
Philip Donato Capriotti specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CEDAR PARK, Texas for a consultation.
What are Philip Donato Capriotti's credentials?
Philip Donato Capriotti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Donato Capriotti located?
Philip Donato Capriotti is based in CEDAR PARK, Texas, working with DONATO WEALTH MANAGEMENT, PLLC. Their office serves clients in the CEDAR PARK metropolitan area and surrounding communities.
How does Philip Donato Capriotti charge for services?
Philip Donato Capriotti's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DONATO WEALTH MANAGEMENT, PLLC?
DONATO WEALTH MANAGEMENT, PLLC has approximately 2 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Philip Donato Capriotti
CEDAR PARK, TX

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Research
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