AdvisorOS Directory
Claim Profile
JT

Jarrett Bruce Topel

TOPEL & DISTASI WEALTH MANAGEMENT, LLC·BERKELEY, California
Unclaimed Profile
2907 CLAREMONT AVENUE, SUITE 111, BERKELEY, CA 94705CRD# 4046794Firm CRD# 285538
01

About

Jarrett Bruce Topel 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
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# 4046794
Firm CRD# 285538
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BERKELEY?

Browse all registered financial advisors in BERKELEY, California or claim this profile if it's yours.

Browse BERKELEY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jarrett Bruce Topel offer?
Jarrett Bruce Topel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BERKELEY, California for a consultation.
What are Jarrett Bruce Topel's credentials?
Jarrett Bruce Topel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jarrett Bruce Topel located?
Jarrett Bruce Topel 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 Jarrett Bruce Topel charge for services?
Jarrett Bruce Topel'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BERKELEY
Jeremy Michael Fiance — THE HOUSE FUND, LLCJeremy Hancock Taylor — LASSEN CAPITAL MANAGEMENT, L.P.Sean Marcus Kenmore — AFFINITY CAPITAL ADVISORS LLCKarsten North Hazelett — AFFINITY CAPITAL ADVISORS LLCKeith William Goodman — BERKELEY ANALYTICS LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile