Dane May
DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning.
D&M Strategic Wealth · Irvine, California
Dane May is a fee-only financial advisor at D&M Strategic Wealth in Irvine, California. Dane charges a percentage of assets and focuses on crypto & digital assets, small business owners and retirement planning.
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Specialties
Who they serve
- High earners
- HENRY (High Earners, Not Rich Yet)
- Ultra high net worth
- Founders
- Executives
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
- Cross-border families
- Tech employees
About
DePaolo & May Strategic Wealth is an independent, boutique financial advisory firm dedicated to helping high-net-worth individuals, families, and business owners build, preserve, and transfer wealth through tailored investment management and holistic financial planning. We blend institutional-grade research with a forward-looking, thematic approach—identifying opportunities driven by macroeconomic shifts, sector rotations, and evolving client needs. Our firm was built to serve clients who have outgrown traditional advisors and are seeking a more sophisticated, responsive, and technology-forward partner to guide them through complex financial decisions and long-term wealth strategies.
Services
- 401(k) & IRA Management
- Asset Allocation
- Alternative Investments
- Business Succession Planning
- Charitable Giving
- College/Education Planning
- Estate Planning
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Investment Management
- Liquidity & Exit Planning
- Retirement Planning
- Tax Strategy
- Wealth Management
- Stock Option Planning
- Portfolio Management
- Risk Management
- Family Office Services
- Financial Advice & Coaching
Facts
| Firm | D&M Strategic Wealth |
|---|---|
| Based in | Irvine, California |
| Fee model | Percentage of assets |
| Assets under management | $25M - $100M |
| Firm founded | 2023 |
| Firm size | 2 - 5 employees |
| Investment approach | Active management · Blend of both |
| SEC registration | Investment adviser representative in CA · CRD 7780369 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | dmstrategicwealth.com |
| Profile |
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Questions about Dane
Is Dane May a fee-only financial advisor?
Yes. Dane May is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dane's firm.
How does Dane charge for financial advice?
Dane charges a percentage of assets.
Where is Dane May based?
Dane May is based in Irvine, California.
What does Dane specialize in?
Dane's specialties include crypto & digital assets, small business owners, retirement planning, family wealth transfer, equity compensation and estate & legacy planning. Dane works with high earners, HENRY (High Earners, Not Rich Yet), ultra high net worth, founders and executives.
Is Dane May registered with the SEC?
Yes. Dane May is registered as an investment adviser representative in CA (CRD 7780369), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does D&M Strategic Wealth manage?
D&M Strategic Wealth reports $25M - $100M in assets under management.
How do I contact Dane May?
Through Dane's website, dmstrategicwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- D&M Strategic Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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