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Donato Wealth Management, PLLC

● SEC registered since 2020CRD 305031SEC# 801-119813Cedar Park, TX
Export (members)
Reg. AUM
$200.2M
Employees
2
Accounts
1,161
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 $200.2 million in regulatory assets under management and employs 2 people.
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Donato Wealth Management, PLLC owners & executives

1 reported
NameTitleOwnershipSince
Philip Donato Capriotti ControlManaging Member/Ceo/Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Donato Wealth Management, PLLC manage?

Donato Wealth Management, PLLC reports $200.2 million in regulatory assets under management on its Form ADV.

How many employees does Donato Wealth Management, PLLC have?

Donato Wealth Management, PLLC reports 2 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

Address1603 Medical Parkway, Suite 230, Cedar Park, TX 78613
Phone512-833-6557
Fax512-583-9542
Office hours9:00 a.m. - 6:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$200.2M
Non-discretionary$0
Total (RAUM)$200.2M