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TOPEL & DISTASI WEALTH MANAGEMENT, LLC
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
BERKELEY, California
·
2 registered advisors
·
CRD# 285538
SEC# 801-120715
0
510-898-1270
01
Firm Overview
AUM
$286M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TOPEL & DISTASI WEALTH MANAGEMENT, LLC
2 registered advisors
Gavin Lowery Distasi
BERKELEY, California
CRD# 4622005
Jarrett Bruce Topel
BERKELEY, California
CRD# 4046794
05
Office Locations
BERKELEY, California
2 advisors
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Data sourced from SEC Form ADV filings. TOPEL & DISTASI WEALTH MANAGEMENT, LLC (CRD# 285538) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.