DEPAOLO & MAY STRATEGIC WEALTH LLC
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 327564
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI85.61%
- Individuals13.54%
- Corporations / Businesses0.85%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Depaolo & May Strategic Wealth LLC is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and small-business clients, with some institutional relationships. Its fee schedule is flexible and includes asset-based fees, hourly and fixed fees, and arrangements that can incorporate performance-based compensation. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities46%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1KYLE de Paolo
Principal And Chief Compliance OfficerCRD 5707832
Contacts
1 of 1Dane May
PrincipalCRD 7780369
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 100 Spectrum Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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