Depaolo & May Strategic Wealth LLC

RIASEC Registered

Total AUM

$55.2M

Discretionary

$55.2M

100% of AUM

Avg account

$395K

Accounts

140

Employees

Advisory reps

Firm details

Headquarters: Irvine, California
CRD number: 327564
Website: dmstrategicwealth.com
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

FINTRX

Overview

Depaolo & May Strategic Wealth LLC is an independent registered investment advisory firm organized as an LLC and privately owned. The firm serves both individual and family clients and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include assets-under-management fees, hourly and fixed fees, and performance-based fees. The firm reports it does not act as a capital allocator to outside managers and does not identify as an active ESG investor.