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EMPOWER WEALTH MANAGEMENT
DONATO WEALTH MANAGEMENT, PLLC
CRD 305031 · SEC 801-119813
715 DISCOVERY BLVD, SUITE 205, CEDAR PARK, TX, 78613, United States
Phone
512-833-6557
Fax
512-583-9542
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$349.3M
Discretionary AUM
$342.4M
Team
5 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 350 | $96.1M |
| High net worth individuals | 201 | $253.3M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD