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 65, Series 63
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 65 and Series 63 licenses and has 16 years of industry experience, including 13 years at Mitchell Anthony Capital Management. DePaolo & May Strategic Wealth LLC serves individuals, families, and institutional clients by providing discretionary portfolio management and financial planning services. The firm’s investment approach combines multiple analytical methods and offers performance-based fee arrangements alongside standard asset-based fees.
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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