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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- CapitalPeak +more
- Established Date
- 09-06-2023
- Office Locations
- 1
Office Locations
About Depaolo & MAY Strategic Wealth LLC
DePaolo & May Strategic Wealth is a partner-led RIA serving successful families, entrepreneurs, and young high earners. The firm provides investment management, goal-driven financial planning, and integrated tax and estate planning support. Portfolios use a data-driven, tactical active approach tied to the growth/inflation cycle, adjusting exposures with fundamental and technical inputs. Clients work directly with the partners and receive clear, transparent fees; Schwab is a key platform partner.
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Owner & Executives
KYLE ARON de Paolo
Chief Compliance Officer, Managing Member
- CRD
- #5707832
- Ownership
- 50% but less than 75%
Dane Austin May
Chief Operating Officer, Managing Member, Principal
- CRD
- #7780369
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,234,467 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,234,467 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,234,467
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,339,907,713 | 36.0% |
| Equity - Exchange | $565,738,812 | 15.2% |
| Cash | $1,816,319,345 | 48.8% |
| Total | $3,721,965,870 | 100.0% |