# DONATO WEALTH MANAGEMENT, PLLC

DONATO WEALTH MANAGEMENT, PLLC of CEDAR PARK, TX is an SEC-registered investment adviser.

## Registration

- CRD: 305031
- Type: SEC-registered investment adviser
- SEC file number: 801-119813
- Location: 715 DISCOVERY BLVD, SUITE 205, CEDAR PARK, TX, 78613
- Phone: 512-833-6557
- Latest filing: 2026-03-24
- Regulatory AUM: $349.3M
- Discretionary AUM: $342.4M
- Non-discretionary AUM: $6.9M
- Clients: 5
- Accounts: 1,599

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Philip Donato Capriotti | MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | — |
| CAPRIOTTI PHILIP DONATO | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CEO; MANAGING MEMBER/CEO/CHIEF COMPLIANCE OFFICER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| HORSESHOE BAY | TX | 5 | 830-265-6557 |
| GEORGETOWN | TX | 5 | 512-833-6557 |
| HORSESHOE BAY | TX | 5 | 830-265-6557 |
| GEORGETOWN | TX | 5 | 512-833-6557 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305031/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305031/similar
- Related entities: https://search.stillhousedata.com/firm/305031/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305031

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.