← Tributary

EMPOWER WEALTH MANAGEMENT

CEDAR PARK, TX · CRD 305031 · IAPD ↗ · empoweringretirement.com · 512-833-6557

$349.3MRegulatory AUM
8Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
September 2026 — EMPOWER WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
September 2026 — EMPOWER WEALTH MANAGEMENT grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
April 2026 — EMPOWER WEALTH MANAGEMENT now reports custody of client assets ($525,847).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
71
April 2026 — EMPOWER WEALTH MANAGEMENT grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
72
April 2026 — EMPOWER WEALTH MANAGEMENT reported RAUM up 74% ($200.2M -> $349.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2025 — EMPOWER WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2025 — EMPOWER WEALTH MANAGEMENT reported RAUM up 37% ($146.3M -> $200.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
April 2024 — EMPOWER WEALTH MANAGEMENT changed its website from donatowealth.com to empoweringretirement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2024 — EMPOWER WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — EMPOWER WEALTH MANAGEMENT reported RAUM up 26% ($116.3M -> $146.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.