Kyle de Paolo
Depaolo & MAY Strategic Wealth · Ladera Ranch, California
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.
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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 | $55.2M across 140 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5707832 |
| Exams passed | Series 63 (2009) · Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | dmstrategicwealth.com |
How Kyle's firm compares
- Depaolo & MAY Strategic Wealth's average account is about $395,000, from its Form ADV (assets managed divided by 140 accounts).
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Questions about Kyle
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.
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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