Investment adviser · CRD 305031
EMPOWER WEALTH MANAGEMENT
Investment adviser filing (IA)
DONATO WEALTH MANAGEMENT, PLLC
CEDAR PARK, TX, United States · Form ADV filed Aug 27, 2026
- Regulatory AUM
- $349M Form ADV · Item 5.F
- Client accounts
- 1,599 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 201 | $253,261,817 | 72.5% |
| Individuals | 350 | $96,074,653 | 27.5% |
Filing source
Form ADV 2126028 · Aug 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
715 DISCOVERY BLVD, SUITE 205CEDAR PARK, TX, 78613, United States
CRD 305031
Filing source
Form ADV 2126028 · Aug 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.