Topel & Distasi Wealth Management, LLC

Topel & Distasi Wealth Management, LLC (CRD# 285538) is a financial advisory firm headquartered in Berkeley, CA. They manage $286,330,842 in 596 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2907 Claremont Avenue, Suite 111, Berkeley, CA 94705
http://www.td-wm.com/
By the Numbers
  • Total Assets Under Management
    286
    MILLION
  • Total Number of Accounts
    596
    ACCOUNTS
  • Average Account Value
    $480,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, NH, TX

Financial Advisors at Topel & Distasi Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Nancy Cooper, financial advisor Berkeley CA
Nancy W. Cooper
CRD#: 2411995
2907 Claremont Avenue, Suite 111, Berkeley, CA 94705

Nancy Cooper (CRD# 2411995) is an Investment Advisor Representative working at Topel & Distasi Wealth Management, LLC in Berkeley, CA and has over 29 years of experience in the finance industry.

2
Gavin Distasi, financial advisor Berkeley CA
Gavin L. Distasi
CRD#: 4622005
2907 Claremont Avenue, Suite 111, Berkeley, CA 94705

Gavin Distasi (CRD# 4622005) is an Investment Advisor Representative working at Topel & Distasi Wealth Management, LLC in Berkeley, CA and has over 20 years of experience in the finance industry.

3
Jarrett Topel, financial advisor Berkeley CA
Jarrett B. Topel
CRD#: 4046794
2907 Claremont Avenue, Suite 111, Berkeley, CA 94705

Jarrett Topel (CRD# 4046794) is an Investment Advisor Representative working at Topel & Distasi Wealth Management, LLC in Berkeley, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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