TOPEL & DISTASI WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- BERKELEY, California
- CRD number
- 285538
- Registered since
- April 5, 2021
- Website
- td-wm.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.84%
- Individuals11.57%
- Charitable Organizations3.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Topel & Distasi Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm focuses on individual and family clients and offers a mix of financial planning and discretionary portfolio management services for individuals, small businesses, and other institutions, as well as pension consulting. Its fee arrangements include a percentage-of-AUM model supplemented by hourly and fixed-fee engagements. Investment activity centers on equity exposure delivered primarily through pooled vehicles rather than direct-stock concentration. The firm is not positioned as a multi-manager capital allocator; instead it combines packaged investment products with third-party alternatives where appropriate. Custodial relationships are established with mainstream custodians rather than in-house custody.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents8%
- US Government Bonds6%
- Investment Grade Corp Bonds2%
Contacts
3 of 3NANCY COOPER
Wealth AdvisorCRD 2411995
JARRETT TOPEL
Financial AdvisorCRD 4046794
GAVIN DISTASI
Financial AdvisorCRD 4622005
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$194M in ETFs
99%
$191M
0%
$2.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $19.7M | 100,565 | 10.17% |
Location
BERKELEY, CA
ALAMEDA
Location
BERKELEY, CA
Headquartered in BERKELEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 2907 Claremont Ave
- Time zone
- PT (UTC-8)
- Office locations
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