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| Keyboard |
| Donato Wealth Management PLLC
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|---|---|
| CRD # | 305031 |
| SEC # | 801-119813 |
| CIK # | 0002115320 |
| AUM | 349.3 M (2026-03-24) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 512-833-6557 |
| Address | 715 Discovery Blvd Cedar Park, TX 78613 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Ciena Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| SPDR Gold Trust | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Citigroup Inc | 0.1 | ||
| GS Acquisition Holdings Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 350 | 96.1 |
| (b) Individuals (high net worth individuals) | 201 | 253.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,599 | 349.3 |
| By Discretionary | ||
| Discretionary | 1,574 | 342.4 |
| Non-Discretionary | 25 | 6.9 |
| Total | 1,599 | 349.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 349.3 | |
| Total | 1,599 | 349.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002115320] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sykon Capital LLC
✚
|
NY | 350.1 M |
|
Sonoma Allocations LLC
✚
|
CA | 350.0 M |
|
Superior Planning LLC
✚
|
CA | 349.6 M |
|
Manners Paul & Associates Inc
✚
|
GA | 349.5 M |
|
Aragon Capital LLC
✚
|
FL | 349.3 M |
|
Jackson Creek Investment Advisors LLC
✚
|
CO | 349.0 M |
|
Brooks Moore & Associates Inc
✚
|
TN | 348.9 M |
|
Melfa Wealth Management Inc
✚
|
MA | 348.8 M |
|
Arlen Capital LLC
✚
|
RI | 348.8 M |
|
Gainline Financial Partners LLC
✚
|
MN | 348.6 M |