| 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 |
Topel & Distasi Wealth Management, LLC reports $300.4 million in regulatory assets under management on its Form ADV.
Topel & Distasi Wealth Management, LLC reports 3 employees.
Topel & Distasi Wealth Management, LLC is based in Berkeley, CA and has been SEC-registered since 2021.
Topel & Distasi Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $300.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $300.4M |