Investment adviser representative · Diastole Wealth Management
Joseph T. Depatie
CRD 6416754 · Guilford, CT
At a glance
Joseph T. Depatie is an investment adviser representative with Diastole Wealth Management in Guilford, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2015, about 11 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Diastole Wealth ManagementSince August 2025Guilford, CT · $396M in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Joseph’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.