Depaolo & May Strategic Wealth LLC

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Client assets under management

$50,543,016

Clients

41% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,031,490

About

DePaolo & May Strategic Wealth LLC provides wealth management and financial planning to individuals, families, and institutional clients, including employer-sponsored retirement plans. The firm delivers discretionary portfolio management, standalone financial planning, and ERISA plan advisory services in both 3(38) investment manager and 3(21) non-discretionary capacities.

The firm operates on a fee-only basis and integrates a range of analytical approaches—fundamental, technical/charting, cyclical and economic analysis—into strategic asset allocation, ongoing supervision, and periodic rebalancing. Client portfolios are tailored to stated objectives and risk tolerances, with incidental financial planning available to portfolio management clients.

Notably, the firm may charge performance-based fees for qualified clients, and it documents several safeguards (high-water marks, periodic senior-officer reviews, and allocation policies) to address potential side-by-side conflicts. As a compact advisory team managing roughly $50.5 million in discretionary assets across 49 client relationships since its 2023 formation, the firm combines a small-practice structure with institutional ERISA fiduciary engagements.

Client services

Financial planning Portfolio management

Expertise

Wealth management

Fee options

Fixed

$2,500 to $10,000 for standalone financial planning

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.90% annually $4,000,001 - $6,000,000: 0.80% annually $6,000,001 - $10,000,000: 0.70% annually $10,000,001 - $20,000,000: 0.60% annually $20,000,001+: 0.50% annually

Project-based

$250 to $500 per hour for standalone financial planning

Performance-based

Performance fee up to 10% for qualified clients, charged quarterly in arrears, based on exceeding high water mark

Other

Account minimum: $100,000 Fee-only: Flat fee financial planning from $2,500 to $10,000; hourly financial planning at $250 to $500 per hour

Main office location

Depaolo & May Strategic Wealth LLC

100 Spectrum Center Dr., Suite 943

Irvine CA 92618, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram Website 949-504-4149

Advisors at this firm

Kyle D

Series 63, Series 65

Ladera Ranch, CA

Depaolo & May Strategic Wealth LLC

Kyle De Paolo is a financial advisor at DePaolo & May Strategic Wealth LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mitchell Anthony Capital Management for 13 years. DePaolo & May Strategic Wealth LLC provides wealth management and financial planning services to individuals, families, and institutional clients, including employer-sponsored retirement plans. The firm employs a fee-only structure and integrates multiple analytical approaches into portfolio management and advisory services, managing approximately $50.5 million in discretionary assets.

Wealth management

Dane M

Series 65

Ladera Ranch, CA

Depaolo & May Strategic Wealth LLC

Dane May is a financial advisor with DePaolo & May Strategic Wealth LLC, holding a Series 65 designation and two years of industry experience. Prior to joining DePaolo & May in 2023, he worked at Mitchell Anthony Capital Management, Panasonic Avionics, and JP Morgan Chase & Co. He also provides financial consulting for the Achievement Network, a nonprofit organization. DePaolo & May Strategic Wealth LLC offers wealth management and financial planning services to individuals, families, and institutional clients, including employer-sponsored retirement plans. The firm employs a fee-only model and integrates multiple analytical approaches into customized portfolio management and ERISA plan advisory services.

Wealth management

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