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EMPOWER WEALTH MANAGEMENT
Legal name: DONATO WEALTH MANAGEMENT, PLLC
CRD 305031File 801-119813
APPROVED
Retail clients
Custody
Filing as of Aug 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$349.3M
Below cohort median (national)
Discretionary AUM
$342.4M
Non-discretionary $6.9M
Clients
551
1,599 accounts
Employees
8
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 | Change |
|---|---|---|---|---|
| Aug 28, 2026 | Employees | 5 | 8 | increased by3 |
| Apr 1, 2026 | Employees | 2 | 5 | increased by3 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 418 | 551 | increased by133 |
| Apr 1, 2026 | AUM | $200,249,875 | $349,336,470 | increased by$149,086,595 |
| Apr 1, 2026 | Accounts | 1,161 | 1,599 | increased by438 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 384 | 418 | increased by34 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $158,869,189 | $200,249,875 | increased by$41,380,686 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 384 | 1,161 | increased by777 |
| Apr 1, 2022 | Clients | 170 | 384 | increased by214 |
| Apr 1, 2022 | AUM | $104,076,255 | $158,869,189 | increased by$54,792,934 |
| Apr 1, 2022 | Accounts | 1,013 | 384 | decreased by629 |
| May 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Apr 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EMPOWER WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EMPOWER WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.