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Gavin Lowery Distasi

TOPEL & DISTASI WEALTH MANAGEMENT, LLC·BERKELEY, California
Clean recordTOPEL & DISTASI WEALTH MANAGEMENT, LLC
2907 CLAREMONT AVENUE, SUITE 111, BERKELEY, CA 94705CRD# 4622005Firm CRD# 285538

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gavin Lowery Distasi · BERKELEY, CA
Registration
CRD #4622005 · TOPEL & DISTASI WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gavin Lowery Distasi is a registered financial advisor based in BERKELEY, California, affiliated with TOPEL & DISTASI WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
AUM
$286M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TOPEL & DISTASI WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4622005
Firm CRD# 285538
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gavin Lowery Distasi offer?
Gavin Lowery Distasi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BERKELEY, California for a consultation.
What are Gavin Lowery Distasi's credentials?
Gavin Lowery Distasi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gavin Lowery Distasi located?
Gavin Lowery Distasi is based in BERKELEY, California, working with TOPEL & DISTASI WEALTH MANAGEMENT, LLC. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.
How does Gavin Lowery Distasi charge for services?
Gavin Lowery Distasi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOPEL & DISTASI WEALTH MANAGEMENT, LLC?
TOPEL & DISTASI WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $286M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOPEL & DISTASI WEALTH MANAGEMENT, LLC

Jarrett Bruce Topel
BERKELEY, CA

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