Donna S Cates
Investment adviser representative at The Wealth Boutique
15 yearsExperience
1 stateRegistered in
$120.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- The Wealth BoutiqueNov 2022 to now
- Ameriprise Financial Services, Inc.Mar 2011 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (AL).
The Wealth Boutique
Legal name: Women's Wealth Advisor
$120.8MAssets managed
317Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4162173
- Firm CRD
- 317291