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DIPAOLO FINANCIAL GROUP, INC.

LUTZ, FL · CRD 309637 · IAPD ↗ · dipaolofinancial.com · 813-475-3130

$168.0MRegulatory AUM
3Advisory reps
9Employees
3Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — DIPAOLO FINANCIAL GROUP, INC. reported RAUM up 33% ($125.9M -> $168.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2025 — DIPAOLO FINANCIAL GROUP, INC. (LUTZ, FL) is newly SEC-registered with $125.9M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.