Joseph Thomas Depatie
Investment adviser representative at Diastole Wealth Management
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$396MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Diastole Wealth ManagementAug 2025 to now
- Baltimore-washington Financial Advisors, Inc.Aug 2016 to Jul 2025
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CT).
Diastole Wealth Management
Legal name: Diastole Wealth Management, Inc.
$396MAssets managed
275Clients
9Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6416754
- Firm CRD
- 111604