Donato Wealth Management, PLLC
● SEC registered since 2020CRD 305031SEC# 801-119813Cedar Park, TX
Reg. AUM
$349.3M
Employees
5
Accounts
1,599
Location
Cedar Park, TX
Donato Wealth Management, PLLC assets under management
Donato Wealth Management, PLLC is a registered investment adviser overseen by the SEC based in Cedar Park, TX. The firm has been registered since 2020. It reports $349.3 million in regulatory assets under management and employs 5 people.
Donato Wealth Management, PLLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Philip Donato Capriotti Control | Managing Member/Ceo/Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Donato Wealth Management, PLLC manage?
Donato Wealth Management, PLLC reports $349.3 million in regulatory assets under management on its Form ADV.
How many employees does Donato Wealth Management, PLLC have?
Donato Wealth Management, PLLC reports 5 employees.
Where is Donato Wealth Management, PLLC located?
Donato Wealth Management, PLLC is based in Cedar Park, TX and has been SEC-registered since 2020.
Does Donato Wealth Management, PLLC disclose fund performance?
Donato Wealth Management, PLLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 715 Discovery Blvd, Suite 205, Cedar Park, TX 78613 |
| Phone | 512-833-6557 |
| Fax | 512-583-9542 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$349.3M▲ 74%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$349.3Mregulatory AUM
Discretionary $342.4MNon-discretionary $6.9M