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

Clients

101

Accounts

610

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Feb 4, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
DISTASI, GAVIN, LOWERY	I	MANAGING MEMBER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
TOPEL, JARRETT, BRUCE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control

Registrations

Federal

Feb 4, 2025 REGISTERED

Notice Filings (4)

CA LA NH TX

Address

2907 CLAREMONT AVENUE, SUITE 111
BERKELEY, CA 94705
United States

Phone: 510-898-1270