Philip Donato Capriotti
Investment adviser representative at Empower Wealth Management
13 yearsExperience
1 stateRegistered in
$349.3MFirm assets
5 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Empower Wealth ManagementNov 2020 to now
- Donato Wealth Management, Pllc dba Empower Wealth ManagementAug 2019 to now
- Senior Tax & Insurance Advisors, Pllc dba Empower Wealth GroupJan 2008 to now
- Foundations Investment Advisors LLCSep 2019 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Empower Wealth Management
Legal name: Donato Wealth Management, Pllc
$349.3MAssets managed
551Clients
8Advisers
5 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
- 7181143
- Firm CRD
- 305031