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Jarrett Bruce Topel

Managing Member & Chief Compliance OfficerTopel & Distasi Wealth Management, LLCCRD 4046794

About Jarrett Bruce Topel

Jarrett Bruce Topel is listed as Managing Member & Chief Compliance Officer at Topel & Distasi Wealth Management, LLC in Berkeley, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Topel & Distasi Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jarrett Bruce Topel work?

Jarrett Bruce Topel is listed as Managing Member & Chief Compliance Officer at Topel & Distasi Wealth Management, LLC on SEC Form ADV.

How much of Topel & Distasi Wealth Management, LLC does Jarrett Bruce Topel own?

Form ADV reports a beneficial ownership band of 50-75%.

Topel & Distasi Wealth Management, LLC

TitleManaging Member & Chief Compliance Officer
Ownership50-75%
Control personYes
Since2017
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