DONATO WEALTH MANAGEMENT, PLLC of CEDAR PARK, TX is an SEC-registered investment adviser (CRD 305031). Regulatory assets under management: $349.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| 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 | — |
| 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 |