Philip Donato Capriotti
Managing Member/Ceo/Chief Compliance OfficerDonato Wealth Management, PLLCCRD 6694357
About Philip Donato Capriotti
Philip Donato Capriotti is listed as Managing Member/Ceo/Chief Compliance Officer at Donato Wealth Management, PLLC in Cedar Park, TX. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Donato Wealth Management, PLLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Philip Donato Capriotti work?
Philip Donato Capriotti is listed as Managing Member/Ceo/Chief Compliance Officer at Donato Wealth Management, PLLC on SEC Form ADV.
How much of Donato Wealth Management, PLLC does Philip Donato Capriotti own?
Form ADV reports a beneficial ownership band of Over 75%.
Donato Wealth Management, PLLC
| Title | Managing Member/Ceo/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2016 |