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DEPAOLO & MAY STRATEGIC WEALTH LLC
CRD 327564
100 SPECTRUM CENTER DR., SUITE 943, IRVINE, CA, 92618, United States
Phone
949-504-4149
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$55.2M
Discretionary AUM
$55.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $7.5M |
| High net worth individuals | 23 | $47.3M |
| Corporations/business entities | 1 | $471K |
All web addresses on file
Official SEC filing: View on IAPD