Topel & Distasi Wealth Management, LLC
● SEC registered since 2021CRD 285538SEC# 801-120715Berkeley, CA
Reg. AUM
$312.1M
Employees
3
Accounts
638
Location
Berkeley, CA
Topel & Distasi Wealth Management, LLC assets under management
Topel & Distasi Wealth Management, LLC operates as an SEC-registered investment adviser based in Berkeley, CA. The firm has been registered since 2021. It reports $312.1 million in regulatory assets under management and employs 3 people.
Topel & Distasi Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gavin Lowery Distasi Control | Managing Member | 50-75% | 2017 |
| Jarrett Bruce Topel Control | Managing Member & Chief Compliance Officer | 50-75% | 2017 |
Frequently asked questions
How much does Topel & Distasi Wealth Management, LLC manage?
Topel & Distasi Wealth Management, LLC reports $312.1 million in regulatory assets under management on its Form ADV.
How many employees does Topel & Distasi Wealth Management, LLC have?
Topel & Distasi Wealth Management, LLC reports 3 employees.
Where is Topel & Distasi Wealth Management, LLC located?
Topel & Distasi Wealth Management, LLC is based in Berkeley, CA and has been SEC-registered since 2021.
Does Topel & Distasi Wealth Management, LLC disclose fund performance?
Topel & Distasi Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2907 Claremont Avenue, Suite 111, Berkeley, CA 94705 |
| Phone | 510-898-1270 |
| Office hours | 9-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$312.1M▲ 4%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$312.1Mregulatory AUM
Discretionary $312.1M