TOPEL & DISTASI WEALTH MANAGEMENT, LLC

2907 Claremont Avenue, Suite 111
Berkeley, California 94705
Tel: 510-898-1270

About TOPEL & DISTASI WEALTH MANAGEMENT, LLC

TOPEL & DISTASI WEALTH MANAGEMENT, LLC, formally registered with the SEC as TOPEL & DISTASI WEALTH MANAGEMENT, LLC. The firm was established in 04/05/2021. They have over 1 offices throughout the country.

TOPEL & DISTASI WEALTH MANAGEMENT, LLC is a Berkeley, California based Financial Planning firm with nearly $300,392,152 assets under management, offering retirement planning & investment advisory services to 610 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285538
SEC#	801-120715
Assets Managed by Firm	$300,392,152
No. of Clients	610
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	610	$300,392,152
Individuals (other than high net worth individuals)	119	$36,854,398
High net worth individuals	92	$246,640,972
Charitable organizations	Fewer than 5 clients	$16,896,782

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