DEPAOLO & MAY STRATEGIC WEALTH LLC

DEPAOLO & MAY STRATEGIC WEALTH LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 327564). Regulatory assets under management: $55.2M.

Registration

• CRD: 327564
• Type: Registered investment adviser
• Location: 100 SPECTRUM CENTER DR., IRVINE, CA, 92618
• Phone: 949-504-4149
• Latest filing: 2026-04-30
• Regulatory AUM: $55.2M
• Discretionary AUM: $55.2M
• Clients: 2
• Accounts: 140

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327564 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search