TOPEL & DISTASI WEALTH MANAGEMENT, LLC of BERKELEY, CA is an SEC-registered investment adviser (CRD 285538). Regulatory assets under management: $312.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 510-898-1270 |
| — | — | 1 | 510-898-1270 |