LP Profile

Topel & Distasi Wealth Management

Also known as topel and distasi wealth

Wealth ManagerBerkeley, United StatesFounded 2013
Berkeley
Headquarters
Investment Focus

About Topel & Distasi Wealth Management

Topel & Distasi Wealth Management is a wealth manager based in Berkeley, US. Founded in 2013.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Topel & Distasi Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$312.1M
Total Clients
638
Filing Date
March 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Topel & Distasi Wealth Management?

Topel & Distasi Wealth Management is a wealth manager based in Berkeley, United States.

Where is Topel & Distasi Wealth Management headquartered?

Topel & Distasi Wealth Management is headquartered in Berkeley, United States.

When was Topel & Distasi Wealth Management founded?

Topel & Distasi Wealth Management was founded in 2013.

How can I contact Topel & Distasi Wealth Management?

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