# Kyle de Paolo

> Kyle de Paolo is a fee-only financial advisor at Depaolo & MAY Strategic Wealth in Ladera Ranch, California. Depaolo & MAY Strategic Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kyle-de-paolo/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Depaolo & MAY Strategic Wealth
- **Based in:** Ladera Ranch, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $55.2M across 140 accounts
- **CRD:** 5707832 (https://adviserinfo.sec.gov/individual/summary/5707832)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2009), Series 65 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://dmstrategicwealth.com/

## Frequently asked questions

### Is Kyle de Paolo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Depaolo & MAY Strategic Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kyle charge for financial advice?

Kyle's firm, Depaolo & MAY Strategic Wealth, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Kyle de Paolo based?

Kyle de Paolo is based in Ladera Ranch, California.

### Is Kyle de Paolo registered with the SEC?

Yes. Kyle de Paolo is registered as an investment adviser representative in CA (CRD 5707832), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Depaolo & MAY Strategic Wealth manage?

Depaolo & MAY Strategic Wealth reports $55.2M across 140 accounts in assets under management.

### How do I contact Kyle de Paolo?

Through Kyle's website, dmstrategicwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5707832): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.