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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 24, 2025 and March 24, 2026, reported AUM increased 74.5%, from $200.2M to $349.3M.
Across 5 reported observations, AUM increased 119.9% between March 24, 2022 and March 24, 2026, from $158.9M to $349.3M.
Of the latest reported AUM, 98.0% is discretionary and 2.0% is non-discretionary.
The firm reports 5 advisory representatives and 551 clients, or 110.2 clients per representative. That equates to $634.0K in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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.
Lead Investment Advisor Representative
- CRD
- #7181143
Stuart Hope
--
- CRD
- #7166083
Showing 2 of 6 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
SMA allocation detail is available
Empower Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.