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DONATO WEALTH MANAGEMENT, PLLC
DONATO WEALTH MANAGEMENT, PLLC
EMPOWER WEALTH MANAGEMENT
CEDAR PARK, Texas
·
2 registered advisors
·
CRD# 305031
SEC# 801-119813
1
512-833-6557
01
Firm Overview
AUM
$146M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at DONATO WEALTH MANAGEMENT, PLLC
2 registered advisors
Philip Donato Capriotti
CEDAR PARK, Texas
CRD# 6694357
Philip Donato Capriotti
CEDAR PARK, Texas
CRD# 7181143
05
Office Locations
CEDAR PARK, Texas
2 advisors
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Data sourced from SEC Form ADV filings. DONATO WEALTH MANAGEMENT, PLLC (CRD# 305031) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.