Depaolo & May Strategic Wealth LLC

Depaolo & May Strategic Wealth LLC (CRD# 327564) is a financial advisory firm headquartered in Irvine, CA. They manage $20,137,977 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

100 Spectrum Center Dr., Suite 943, Irvine, CA 92618

https://dmstrategicwealth.com/

By the Numbers

Total Assets Under Management

20

MILLION
Total Number of Accounts

55

ACCOUNTS
Average Account Value

$366,145

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Performance-based fees

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Depaolo & May Strategic Wealth LLC

Showing 1 - 2 of 2 top financial advisors.

Kyle A. De Paolo

CRD#: 5707832

Ladera Ranch, CA

Kyle De Paolo (CRD# 5707832) is an Investment Advisor Representative working at Depaolo & May Strategic Wealth LLC in Ladera Ranch, CA and has over 14 years of experience in the finance industry.

Dane A. May

CRD#: 7780369

Ladera Ranch, CA

Dane May (CRD# 7780369) is an Investment Advisor Representative working at Depaolo & May Strategic Wealth LLC in Ladera Ranch, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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