Philip D. Capriotti

EMPOWER WEALTH MANAGEMENT

Cedar Park, TX 78613

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CRD#: 7181143

Professional summary

Philip Donato Capriotti JR., who also goes by Philip Donato Capriotti, is a registered financial advisor currently at EMPOWER WEALTH MANAGEMENT located in Cedar Park, Texas.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Philip has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Philip Donato Capriotti

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.

Senior Tax & Insurance Advisors, PLLC dba Empower Wealth Group; It is investment related; 1603 Medical Parkway, Suite 230, Cedar Park, TX 78613, Insurance sales - Provide advisory and non-advisory clients with insurance product solutions; Insurance Agent; 01/2008; 40 HRS/MO during trading hours; Sales of various insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Donato Capriotti JR.'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

November 13, 2020 - Present

EMPOWER WEALTH MANAGEMENT

Office #1: 1603 Medical Parkway Suite 230, Cedar Park, TX 78613

RIA

CRD#: 305031

Cedar Park, TX

Past

September 25, 2019 - July 26, 2021

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

CEDAR PARK, 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
(11/13/2020)

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 65

Date: 8/20/2019

Uniform Investment Adviser Law 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

1603 Medical Parkway Suite 230, 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 (9/23/2025)

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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Philip D. Capriotti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Donato Capriotti JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWER WEALTH MANAGEMENT

FOUNDATIONS INVESTMENT ADVISORS LLC

Primary Firm SEC Registration

EMPOWER WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/2019

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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