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EMPOWER WEALTH MANAGEMENT
Legal name: DONATO WEALTH MANAGEMENT, PLLC
CRD 305031File 801-119813
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$349.3M
Below cohort median (national)
Discretionary AUM
$342.4M
Non-discretionary $6.9M
Clients
551
1,599 accounts
Employees
5
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 13, 2020
- Principal office
- 715 DISCOVERY BLVD, SUITE 205, CEDAR PARK, TX, 78613
- Phone
- 512-833-6557
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $349.3M
- Discretionary AUM
- $342.4M
- Non-discretionary AUM
- $6.9M
- Discretionary accounts
- 1,574
- Non-discretionary accounts
- 25
- Total accounts
- 1,599
- AUM per client
- $634K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 201 | $253.3M |
| Individuals (other than high net worth individuals) | 350 | $96.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.