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 that provides financial planning and discretionary portfolio management to individuals, families and small businesses. The firm is SEC registered (2021) and offers a mix of fee arrangements, including percentage-of-AUM, hourly and fixed-fee engagements. Advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting. The firm does not present itself as an ESG-focused investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$201M in ETFs
98%
$198M
0%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $20.6M | 228,673 | 10.25% |
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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