Firm profile

EMPOWER WEALTH MANAGEMENT

CEDAR PARK, TXCRD 305031Latest ADV March 24, 2026

Empower Wealth Management is an SEC registered investment adviser with a primary office location in Cedar Park, TX. Its latest Form ADV filing, dated March 24, 2026, reports $349M in regulatory assets under management, 5 employees, 2 offices, and 1,599 accounts.

Assets Under Management
$349M
Employees
5
Offices
2 offices
Total Clients
551
Primary office
CEDAR PARK, TX
715 DISCOVERY BLVD, SUITE 205, CEDAR PARK, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOPhilip D. Capriotti
CCOPhilip D. Capriotti

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 63.5% of total clients.
Top client categories% of clientsClients
1
Individuals
63.5%
350
2
HNWI
36.5%
201

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$349Mas of March 24, 2026
Discretionary98.0%
$342M
98% of total RAUM98.0%
Non-discretionary2.0%
$7M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$349M
Total Accounts1,599
10Y AUM Change+$349M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee110:1
10Y Employee Change+1 (+25.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.