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| Donato Wealth Management PLLC
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| |
|---|---|
| CRD # | 305031 |
| SEC # | 801-119813 |
| CIK # | |
| AUM | $146.3 MM (2024-03-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 512-833-6557 |
| Address | 1603 Medical Parkway Cedar Park, TX 78613 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 490 | 88.1 |
| (b) Individuals (high net worth individuals) | 27 | 28.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 999 | 116.3 |
| By Discretionary | ||
| Discretionary | 999 | 116.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 999 | 116.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.3 | |
| Total | 999 | 116.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Herbert J SIMS Capital Management Inc
✚
|
CT | 0.1 |
|
Erickson Financial Group LLC
✚
|
PA | 0.1 |
|
MIAI Inc
✚
|
TX | 0.1 |
|
Wabash Capital Inc
✚
|
IN | 0.1 |
|
Touchstone Capital Inc
✚
|
PA | 0.1 |
|
Cobblestone Asset Management LLC
✚
|
VA | 0.1 |
|
Brixton Capital Wealth Advisors LLC
✚
|
NY | 0.1 |
|
ECIO Inc
✚
|
WI | 0.1 |
|
191 Godwin Associates Inc D/B/A Godwin Capital Management
✚
|
NJ | 0.1 |
|
M E Allison & Co Inc
✚
|
TX | 0.1 |