Depaolo & May Strategic Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$54,763,801
Clients
53
Advisors
2
of 2 employees
About
DePaolo & May Strategic Wealth LLC serves individuals, families, and institutional clients, including employer‑sponsored retirement plans, by offering discretionary portfolio management and financial planning either as an integrated service or as a standalone engagement. The firm provides both discretionary investment management and non‑discretionary ERISA plan advice, acting as an ERISA §3(38) investment manager or a §3(21) fiduciary depending on the arrangement.
The firm’s investment process is tailored to client objectives and risk tolerances and emphasizes ongoing supervision, rebalancing, and strategic asset allocation informed by a mix of analytical methods (fundamental, technical/charting, cyclical, and economic analysis). Financial planning is available as an incidental service to managed clients or as a separate engagement, accounts are maintained with a qualified custodian, and client accounts undergo periodic reviews.
What sets the firm apart from many peers is that it offers performance‑based fee arrangements for qualified clients under a high‑water‑mark structure and manages performance‑fee and asset‑based accounts side‑by‑side with stated policies to address conflicts. The firm is a small, recently formed, fee‑only advisory team overseeing roughly $55 million and explicitly accepts discretionary fiduciary responsibilities for employer plans, a combination that may influence how it allocates specialized services and investment opportunities.
Client services
Expertise
Occupation focus
Fee options
$2,500 to $10,000 for stand-alone financial planning services based on complexity
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.90% $4,000,001 - $6,000,000: 0.80% $6,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.60% $20,000,001+: 0.50%
$250 to $500 per hour for stand-alone financial planning services
Up to 10% performance fee for qualified clients, charged quarterly in arrears, contingent on exceeding high water mark
Account minimum: $100,000 Fee-only: Tiered annual asset-based fees as detailed; flat fees and hourly rates for financial planning
Main office
Ladera Ranch CA
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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 with DePaolo & May Strategic Wealth LLC in Ladera Ranch, CA. He holds Series 63 and Series 65 licenses and has 3 years of industry experience. Prior to joining DePaolo & May Strategic Wealth in 2023, he spent 13 years at Mitchell Anthony Capital Management. DePaolo & May Strategic Wealth LLC serves individuals, families, and institutional clients, including employer-sponsored retirement plans, providing discretionary portfolio management and financial planning. The firm’s investment process emphasizes ongoing supervision, rebalancing, and strategic asset allocation using a combination of analytical methods, and offers performance-based fee arrangements for qualified clients.
Dane M
Series 65
Ladera Ranch, CA
Depaolo & May Strategic Wealth LLC
Dane May is a financial advisor at DePaolo & May Strategic Wealth LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Mitchell Anthony Capital Management, Panasonic Avionics, and JP Morgan Chase & Co. May also provides financial consulting services to the Achievement Network, a nonprofit organization. DePaolo & May Strategic Wealth LLC serves individuals, families, and institutional clients, including employer-sponsored retirement plans, offering discretionary portfolio management and financial planning. The firm’s investment approach combines fundamental, technical, cyclical, and economic analysis, with a focus on ongoing supervision and strategic asset allocation.
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