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
Depaolo & May Strategic Wealth LLC
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts55ACCOUNTS
-
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.
CA
Financial Advisors at Depaolo & May Strategic Wealth LLC
1
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.
2
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.
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