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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

TitleManaging Member/Ceo/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2016
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