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Topel & Distasi Wealth Management, LLC (Berkeley)


Topel & Distasi Wealth Management, LLC is an adviser based in Berkeley. It manages $61.45 million of regulatory assets for 347 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California and Texas.

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Topel & Distasi Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Topel & Distasi Wealth Management: assets under management

The assets under management (AUM) of Topel & Distasi Wealth Management, LLC is $61.45 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $60.5 million in discretionary accounts and $950 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $475 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Topel & Distasi Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Berkeley

The principal office where Topel & Distasi Wealth Management, LLC performs its advisory services is located at 2907 Claremont Avenue, Suite 111, Berkeley, CA 94705, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 510-898-1270. The normal business hours are 9-5pm on Monday - Friday. You can find more information about the New York firm at td-wm.com/.


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