# TOPEL & DISTASI WEALTH MANAGEMENT, LLC

TOPEL & DISTASI WEALTH MANAGEMENT, LLC of BERKELEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 285538
- Type: SEC-registered investment adviser
- SEC file number: 801-120715
- Location: 2907 CLAREMONT AVENUE, SUITE 111, BERKELEY, CA, 94705
- Phone: 510-898-1270
- Latest filing: 2026-03-12
- Regulatory AUM: $312.1M
- Discretionary AUM: $312.1M
- Clients: 3
- Accounts: 638

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jarrett Bruce Topel | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Gavin Lowery Distasi | MANAGING MEMBER | — |
| TOPEL JARRETT BRUCE | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| DISTASI GAVIN LOWERY | MANAGING MEMBER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 510-898-1270 |
| — | — | 1 | 510-898-1270 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285538/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285538/similar
- Related entities: https://search.stillhousedata.com/firm/285538/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285538

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.