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DONATO WEALTH MANAGEMENT, PLLC

dba EMPOWER WEALTH MANAGEMENT · CRD 305031 · Registered Investment Adviser

DONATO WEALTH MANAGEMENT, PLLC is a Registered Investment Adviser headquartered in CEDAR PARK, TX. The firm reports $349,336,470 in regulatory assets under management across 1,599 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$342,448,426
Non-discretionary$6,888,044
Total RAUM$349,336,470
Accounts1,599

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 305031. adviserinfo.sec.gov/firm/summary/305031.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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