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Philip Donato Capriotti

DONATO WEALTH MANAGEMENT, PLLC·CEDAR PARK, Texas
Unclaimed Profile
1603 MEDICAL PARKWAY, CEDAR PARK, TX 78613CRD# 7181143Firm CRD# 305031
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
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7181143
Firm CRD# 305031
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in CEDAR PARK
Scott Allan Brischke — TRUEFG, LLCMarie Elizabeth Freemyer — TRUEFG, LLCPhilip Donato Capriotti — DONATO WEALTH MANAGEMENT, PLLCEric Charles Boyce — BOYCE & ASSOCIATES WEALTH CONSULTING, INC.Jeffrey Charles Kikel — BKA WEALTH CONSULTING, INC.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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