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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Focus vitalPrime harbor +more
- Established Date
- 11-13-2020
- Office Locations
- 2
Office Locations
About Empower Wealth Management
Empower Wealth & Tax LLC is an independent RIA focused on retirement income and private wealth management, integrating investment management with tax and accounting support to build tax-efficient retirement and legacy plans. Founded by Philip Capriotti Sr. (serving clients since 2005), the firm emphasizes client education and involvement in planning and portfolio decisions, and maintains a visible local media presence through its “Retire Smart Austin” program.
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Owner & Executives
Philip Donato Capriotti Sr
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #6694357
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
PHILIP DONATO CAPRIOTTI JR.
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- CRD
- #7181143
Stuart Hope
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- CRD
- #7166083
Ember glacier
Signal atlas momentum
- CRD
- #27678
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $342,448,426 | $217,566 |
| Non-Discretionary | $6,888,044 | $275,522 |
| Total | $349,336,470 | $218,472 |
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Separately Managed Accounts
Total SMA Asset: $349,336,470
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $882,582,639 | 16.2% |
| Public Funds | $2,233,696,801 | 41.0% |
| Cash | $2,331,761,539 | 42.8% |
| Total | $5,448,040,979 | 100.0% |