# Empower Wealth Management

> Empower Wealth Management is an SEC-registered investment advisory firm in Cedar Park, TX, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 305031
- Filed as: EMPOWER WEALTH MANAGEMENT
- Legal name: Donato Wealth Management, PLLC
- Also doing business as: EMPOWER WEALTH & TAX
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cedar Park, TX
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305031
- AdvisorCensus page: https://advisorcensus.com/firm/empower-wealth-management-cedar-park-tx-305031

## Quick answers

**How is Empower Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Empower Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Empower Wealth Management located?**
Empower Wealth Management's principal office is in Cedar Park, TX, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Empower Wealth Management registered with the SEC or a state?**
Empower Wealth Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 305031.

**How much does Empower Wealth Management manage?**
Empower Wealth Management reports $349,336,470 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (98% discretionary).

**How have Empower Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Empower Wealth Management: Regulatory assets under management: $104,076,255 in the October 2021 data and $349,336,470 in the October 2026 data, up 236%. Total employees: 2 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Empower Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (350); high net worth individuals (201).

**Which custodians does Empower Wealth Management use?**
Empower Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Empower Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305031

**Does Empower Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated August 27, 2026 says: "Empower Wealth Management generally requires a minimum account size of $10,000 for advisory accounts. However, from time-to-time, in its sole discretion, Empower Wealth Management may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other factors."

**What changed in Empower Wealth Management's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 5 to 8. Changed its office addresses in Georgetown, TX. Changed its office addresses in Horseshoe Bay, TX. Added an office in Lakeway, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 27, 2026)

- Account minimum: $10,000 (the brochure says it may be waived or negotiated)

> Empower Wealth Management generally requires a minimum account size of $10,000 for advisory accounts. However, from time-to-time, in its sole discretion, Empower Wealth Management may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other factors.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $349,336,470
- Discretionary: $342,448,426
- Non-discretionary: $6,888,044

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 350 | $96,074,653 |
| High net worth individuals | 201 | $253,261,817 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Georgetown, TX
- Horseshoe Bay, TX
- Lakeway, TX

### Websites listed on Form ADV (Item 1.I)
- empoweringretirement.com
- Facebook @empoweringretirement
- LinkedIn @empower-wealth-tax-pllc
- YouTube @EmpowerWealthandTax

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $104,076,255 | 2 | July 14, 2021 |
| October 2022 | $158,869,189 | 2 | March 24, 2022 |
| October 2023 | $116,298,081 | 3 | March 24, 2023 |
| October 2024 | $146,263,447 | 2 | March 27, 2024 |
| October 2025 | $200,249,875 | 2 | April 22, 2025 |
| October 2026 | $349,336,470 | 8 | August 27, 2026 |

Regulatory assets under management: $104,076,255 in the October 2021 data and $349,336,470 in the October 2026 data, up 236%.
Total employees: 2 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 5 to 8.
- Changed its office addresses in Georgetown, TX.
- Changed its office addresses in Horseshoe Bay, TX.
- Added an office in Lakeway, TX.

### April 2026
- Regulatory assets under management went from $200,249,875 to $349,336,470 (+74%).
- Employees performing advisory functions went from 2 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Empower Wealth Management (CRD 305031): Form ADV filing data as of October 2026.