Donato Wealth Management, PLLC provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 251–500 clients last fiscal year.
Donato Wealth Management, PLLC reports 551 clients. They include 350 individual clients and 201 high-net-worth individuals. Of its assets, 98.0% ($342M across 1,574 accounts) are managed with discretion; $6.89M across 25 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 28% |
| High-net-worth individuals | 36% | 72% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 350 | $96.1M | 27.5% | $274K |
| High-net-worth individuals | 201 | $253M | 72.5% | $1.26M |
| Total | 551 | $349M | 100% | $634K |
- Clients
- 350
- Regulatory AUM
- $96.1M
- AUM share
- 27.5%
- Avg. per client
- $274K
- Clients
- 201
- Regulatory AUM
- $253M
- AUM share
- 72.5%
- Avg. per client
- $1.26M
Total
- Clients
- 551
- Regulatory AUM
- $349M
- AUM share
- 100%
- Avg. per client
- $634K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Donato Wealth Management, PLLC charges up to 2.00% a year for its Portfolio management services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone financial planning services
- Stand-alone financial planning is billed at a negotiable fixed hourly fee of up to $350, invoiced in arrears under a written agreement.
Philip Capriotti owns 75% or more of Donato Wealth Management, PLLC. The leadership team of Donato Wealth Management, PLLC includes Chief Compliance Officer Philip Capriotti. It has 8 employees.
Leadership
- Philip CapriottiManaging Member/CEO/Chief Compliance Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Lisa Ann Capriotti
- Philip Donato Capriotti Sr
- Philip Donato Capriotti JR.
- Robert Lawrence Gouthro
- Stuart Hope
- Henry George Lande
- John Solyman
- William Robson Tipps
Staff
- 8 employees
- 8 in advisory functions
- 8 state-registered reps
- 8 insurance agents
- Owns 75% or more of Donato Wealth Management, PLLC
Philip Capriotti
Control person · since February 2016
Donato Wealth Management, PLLC’s regulatory assets grew 3.4× from $104M (July 2021) to $349M (August 2026); clients rose from 170 to 551 and employees from 2 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $349M | 551 | 8 | 4 |
| April 2025 | $200M | 418 | 2 | 2 |
| March 2024 | $146M | 370 | 2 | 2 |
| March 2023 | $116M | 517 | 3 | 1 |
| March 2022 | $159M | 384 | 2 | 1 |
| July 2021 | $104M | 170 | 2 | 1 |
Besides its headquarters, Donato Wealth Management, PLLC has 3 offices, with 4 listed addresses in Texas.
Texas · 4 listed addresses
- 715 Discovery BLVD, Suite 205, Cedar ParkHQ
- 9000 Ranch to Market RD 2147, Horseshoe Bay
- 4873 Williams DR., Georgetown
- 1213 Ranch RD 620 S, Lakeway
Other business names
Donato Wealth Management, PLLC has reported 1 other business name to the SEC.
- Empower Wealth & Tax
Contact and registration details
- Legal name
- Donato Wealth Management, PLLC
- Headquarters
- 715 Discovery BLVD, Suite 205, Cedar Park, TX 78613
- Website
- empoweringretirement.com
- Phone
- 512-833-6557
- @empower-wealth-tax-pllc
- SEC file
- 801-119813
- Structure
- Texas other (specify)
- Fiscal year end
- December
Donato Wealth Management, PLLC uses Charles Schwab ($263M, 75%) and Fidelity ($86.4M, 25%) as custodians for its separately managed accounts. Donato Wealth Management, PLLC has custody of $526K in client assets for 310 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $263M75%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $86.4M25%
At year end, Donato Wealth Management, PLLC’s separately managed accounts were largely in stocks (47%) and funds (42%).
What the accounts hold
- Stocks47%
- Funds42%
- Cash11%
How many clients does Donato Wealth Management, PLLC have?
Donato Wealth Management, PLLC has 551 clients and manages $349 million for them, as of August 2026. They include 350 individual clients and 201 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 August 2026
What services does Donato Wealth Management, PLLC offer?
Donato Wealth Management, PLLC provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Donato Wealth Management, PLLC charge?
Donato Wealth Management, PLLC charges up to 2.00% a year for its Portfolio management services. The fee is billed in arrears and is negotiable.
Source: DONATO WEALTH MANAGEMENT, PLLC BROCHURE, filed 27 August 2026
Which custodians does Donato Wealth Management, PLLC use?
Donato Wealth Management, PLLC’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $263M and Fidelity Brokerage Services LLC (Smithfield, RI), with $86.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026
How many financial advisors does Donato Wealth Management, PLLC have?
Donato Wealth Management, PLLC has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Donato Wealth Management, PLLC invest in?
At the end of its last fiscal year, Donato Wealth Management, PLLC’s separately managed accounts held 47% exchange-traded equities, 42% registered funds (mutual funds, ETFs, BDCs) and 11% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Donato Wealth Management, PLLC?
Donato Wealth Management, PLLC’s direct owner is Philip Capriotti (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 August 2026
How does Donato Wealth Management, PLLC get paid?
Donato Wealth Management, PLLC is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Donato Wealth Management, PLLC?
Donato Wealth Management, PLLC’s main office is at 715 Discovery BLVD, Suite 205, Cedar Park, TX 78613. Its phone number is 512-833-6557. Its website is empoweringretirement.com.