William R. Tipps

EMPOWER WEALTH MANAGEMENT

CEDAR PARK, TX 78613

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CRD#: 6366332

Professional summary

William Robson Tipps, who also goes by Will Tipps, is a registered financial advisor currently at EMPOWER WEALTH MANAGEMENT located in Cedar Park, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. William has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Will Tipps

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Robson Tipps's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 16, 2026 - Present

EMPOWER WEALTH MANAGEMENT

Office #1: 715 Discovery Blvd Suite 205, Cedar Park, TX 78613

RIA

CRD#: 305031

CEDAR PARK, TX

Past

November 5, 2021 - December 13, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Austin, TX

Past

November 4, 2021 - December 13, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Austin, TX

Past

September 23, 2015 - November 13, 2019

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

AUSTIN, TX

Past

April 15, 2015 - November 13, 2019

EQUITABLE ADVISORS, LLC

CRD#: 6627

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EMPOWER WEALTH MANAGEMENT

DONATO WEALTH MANAGEMENT, PLLC | EMPOWER WEALTH MANAGEMENT | EMPOWER WEALTH & TAX

CRD#: 305031 / SEC#: 801-119813

RIA

Registered Investment Advisory firm - (11/13/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/26/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/15/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/28/2018

General Securities Principal Examination

Current Firm

EMPOWER WEALTH MANAGEMENT

DONATO WEALTH MANAGEMENT, PLLC | EMPOWER WEALTH MANAGEMENT | EMPOWER WEALTH & TAX

CRD#: 305031 / SEC#: 801-119813

RIA

Registered Investment Advisory firm - (11/13/2020 Approved)

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Contact information

Main Address

715 Discovery Blvd Suite 205, Cedar Park, TX 78613

Mailing Address

Phone number

(512) 833-6557

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DONATO WEALTH MANAGEMENT, PLLC BROCHURE (11/24/2025)

Regulatory assets under management

Total Number of Accounts	1,161
AUM (Assets Under Management)	$ 200,249,875

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William R. Tipps

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Robson Tipps's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

EMPOWER WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2015

SIE

Date: 10/1/2018

Series 7

Date: 4/15/2015

Series 24

Date: 12/28/2018

Current Firm

EMPOWER WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EMPOWER WEALTH MANAGEMENT

TRUST BUT VERIFY

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