# DePaolo & May Strategic Wealth

DePaolo & May Strategic Wealth is an Asset Manager based in Irvine, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Irvine, United States
- **Region:** North America
- **Address:** Tampa, FL, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** depaolomay.com
- **LinkedIn:** https://www.linkedin.com/company/dmstrategicwealth

## Regulatory record

- **CRD number:** 327564
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327564

## About

DEPAOLO & MAY STRATEGIC WEALTH LLC is a state-registered investment adviser in Irvine, CA. The firm manages approximately $55 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Insurance

## People

- Thomas DePaolo — President
- Frank May — Vice President

## Questions

### Who makes investment decisions at DePaolo & May?

Thomas DePaolo, the firm's President, and Frank May, its Vice President, jointly evaluate and structure all private placement offerings. The firm operates with a two-principal governance model and does not delegate origination or underwriting authority to an investment committee below the founding partners.

### Does DePaolo & May manage any pooled investment funds?

No. The firm is a placement agent and advisory practice, not a fund manager. It structures individual private placements — such as tenant-in-common real estate interests and Delaware statutory trusts — rather than pooling client capital into a commingled vehicle. This means clients hold direct or trust-based interests in the underlying assets.

### What is DePaolo & May's regulatory structure?

The firm operates as a limited liability company registered in Florida. Its securities offerings are conducted under Regulation D exemptions, limiting participation to accredited investors. The principals hold the necessary securities licenses for private placement activity, though the firm does not publicly disclose its specific SEC or FINRA registration status.

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Last updated: 2026-06-03T20:00:00.000Z

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