# Depaolo & May Strategic Wealth LLC

> Depaolo & May Strategic Wealth LLC is a state-registered investment advisory firm in Irvine, CA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 327564
- Filed as: DEPAOLO & MAY STRATEGIC WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327564
- AdvisorCensus page: https://advisorcensus.com/firm/depaolo-and-may-strategic-wealth-llc-irvine-ca-327564

## Quick answers

**How is Depaolo & May Strategic Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Depaolo & May Strategic Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Depaolo & May Strategic Wealth LLC located?**
Depaolo & May Strategic Wealth LLC's principal office is in Irvine, CA, according to its Form ADV.

**Is Depaolo & May Strategic Wealth LLC registered with the SEC or a state?**
Depaolo & May Strategic Wealth LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327564.

**How much does Depaolo & May Strategic Wealth LLC manage?**
Depaolo & May Strategic Wealth LLC reports $55,234,467 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**What types of clients does Depaolo & May Strategic Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (23); corporations or other businesses not listed above (1).

**Does Depaolo & May Strategic Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327564

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $55,234,467
- Discretionary: $55,234,467
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $7,476,229 |
| High net worth individuals | 23 | $47,287,572 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 1 | $470,666 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dmstrategicwealth.com
- Facebook facebook.com
- Instagram @dmstrategicwealth
- LinkedIn @dmstrategicwealth
- X @realDMStrategic

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Depaolo & May Strategic Wealth LLC (CRD 327564): Form ADV filing data as of October 2026.