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 first registered with the SEC in 2021. The firm is owned by an individual and focuses on serving individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm charges a mix of percentage-of-AUM fees along with hourly and fixed-fee engagements. It does not identify as an active ESG 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%
Contacts
3 of 3
Nancy 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
$208M in ETFs
99%
$205M
0%
$3.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $21.1M | 96,813 | 10.13% |
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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