SEC Form ADV

TOPEL & DISTASI WEALTH MANAGEMENT, LLC

Registered Investment AdviserCA
$312.1M
Assets Under Management
638
Total Clients
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Registration Details

Accession
CRD-285538
Location
BERKELEY, CA
Filing Date
March 12, 2026
AUM
$312.1M
Total Clients
638
Amendment
No

About this Adviser

TOPEL & DISTASI WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in BERKELEY, CA, managing approximately $312.1M in assets across 638 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.