TOPEL & DISTASI WEALTH MANAGEMENT, LLC
CRD #285538 SEC #801-120715 BERKELEY, CA 510-898-1270
SEC Registered
Total AUM
$300.4M
Discretionary
$300.4M
Employees
3
Clients
101
Accounts
610
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $300.4M | $300.4M | $0 | 3 | 3 |
| Jun 2024 | $286.3M | $286.3M | $0 | 3 | 7 |
| Mar 2024 | $286.3M | $286.3M | $0 | 3 | 7 |
| Feb 2024 | $286.3M | $286.3M | $0 | 3 | 7 |
| Sep 2023 | $247.8M | $247.8M | $0 | 3 | 3 |
| Mar 2023 | $247.8M | $247.8M | $0 | 3 | 3 |
| Mar 2023 | $247.8M | $247.8M | $0 | 3 | 3 |
| Mar 2022 | $296.6M | $296.6M | $0 | 3 | 0 |
| Jun 2021 | $131.7M | $131.7M | $0 | 4 | 0 |
| Apr 2021 | $131.7M | $131.7M | $0 | 4 | 0 |
| Apr 2021 | $131.7M | $131.7M | $0 | 4 | 0 |
| Mar 2021 | $131.7M | $131.7M | $0 | 4 | 0 |
| Apr 2017 | $61.5M | $60.5M | $950K | 3 | 0 |
| Mar 2017 | $61.5M | $60.5M | $950K | 3 | 0 |
| Jan 2017 | $0 | $0 | $0 | 3 | 0 |
| Jan 2017 | $0 | $0 | $0 | 3 | 0 |
| Dec 2016 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$300.4M
Discretionary$300.4M
Non-Disc.$0
Employees3
Clients3
DateJun 2024
Total AUM$286.3M
Discretionary$286.3M
Non-Disc.$0
Employees3
Clients7
DateMar 2024
Total AUM$286.3M
Discretionary$286.3M
Non-Disc.$0
Employees3
Clients7
DateFeb 2024
Total AUM$286.3M
Discretionary$286.3M
Non-Disc.$0
Employees3
Clients7
DateSep 2023
Total AUM$247.8M
Discretionary$247.8M
Non-Disc.$0
Employees3
Clients3
DateMar 2023
Total AUM$247.8M
Discretionary$247.8M
Non-Disc.$0
Employees3
Clients3
DateMar 2023
Total AUM$247.8M
Discretionary$247.8M
Non-Disc.$0
Employees3
Clients3
DateMar 2022
Total AUM$296.6M
Discretionary$296.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2017
Total AUM$61.5M
Discretionary$60.5M
Non-Disc.$950K
Employees3
Clients0
DateMar 2017
Total AUM$61.5M
Discretionary$60.5M
Non-Disc.$950K
Employees3
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0