Joseph Depatie
Diastole Wealth Management · Guilford, Connecticut
Joseph Depatie is a fee-only financial advisor at Diastole Wealth Management in Guilford, Connecticut, who holds the CFP and CFA credentials. Diastole Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Diastole Wealth Management |
|---|---|
| Based in | Guilford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $396.0M across 1,434 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CT · CRD 6416754 |
| Exams passed | Series 65 (2015) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.diastole.biz |
How Joseph's firm compares
- Diastole Wealth Management's average account is about $276,000, from its Form ADV (assets managed divided by 1,434 accounts).
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Questions about Joseph
Is Joseph Depatie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Diastole Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Diastole Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Depatie based?
Joseph Depatie is based in Guilford, Connecticut.
What credentials does Joseph Depatie hold?
Joseph Depatie holds the CFP and CFA credentials.
Is Joseph Depatie registered with the SEC?
Yes. Joseph Depatie is registered as an investment adviser representative in CT (CRD 6416754), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Diastole Wealth Management manage?
Diastole Wealth Management reports $396.0M across 1,434 accounts in assets under management.
How do I contact Joseph Depatie?
Through Joseph's website, www.diastole.biz.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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