Topel & Distasi Wealth Management, LLC
● SEC registered since 2021CRD 285538SEC# 801-120715Berkeley, CA
Reg. AUM
$312.1M
Employees
3
Accounts
638
Location
Berkeley, CA
About Topel & Distasi Wealth Management
Topel and DiStasi Wealth Management provides customized financial planning and investment management for clients in different life situations. Its services include retirement, estate, socially responsible, and divorce planning, built around clients' values and priorities.
Summary based on the firm’s website.
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, monthlySep '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$312.1Mregulatory AUM
Discretionary $312.1M