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).
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Total Assets Under Management286MILLION
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Total Number of Accounts596ACCOUNTS
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Average Account Value$480,421
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, LA, NH, TX
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.
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.
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.