← Back to searchVisit website
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
CRD 285538 · SEC 801-120715
2907 CLAREMONT AVENUE, SUITE 111, BERKELEY, CA, 94705, United States
Phone
510-898-1270
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$312.1M
Discretionary AUM
$312.1M
Team
3 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $36.1M |
| High net worth individuals | 105 | $264.8M |
States served
CA, LA, NM, TX, NH
All web addresses on file
- HTTP://WWW.TD-WM.COM/
- https://www.facebook.com/topeldistasi
- https://www.linkedin.com/in/gavin-distasi-cdfa-ces-4116b517/
- https://www.linkedin.com/in/jarrett-b-topel-cfp%C2%AE-msfp-08688a4/
- HTTPS://X.COM/TOPELDISTASI
- https://www.linkedin.com/in/nancy-wright-cooper-9b093/
- https://www.linkedin.com/company/topel-&-distasi-wealth-management/
- https://instagram.com/topeldistasi/
Official SEC filing: View on IAPD