Topel & Distasi Wealth Management, LLC
Topel & Distasi Wealth Management, LLC is an SEC-registered wealth manager in Berkeley, CA with $312.1M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Topel & Distasi Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285538, SEC 801-120715, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $312.1M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Berkeley, CA
- Employees
- 3
- Clients
- 223
- CRD
- 285538
- Ownership
- DISTASI, GAVIN, LOWERY; TOPEL, JARRETT, BRUCE
How much AUM does Topel & Distasi Wealth Management, LLC have?
Topel & Distasi Wealth Management, LLC reported $312.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Topel & Distasi Wealth Management, LLC?
Disclosed owners and executives of Topel & Distasi Wealth Management, LLC include DISTASI, GAVIN, LOWERY, TOPEL, JARRETT, BRUCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.