Topel & Distasi Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Berkeley, CA. Its latest Form ADV filing, dated March 12, 2026, reports $312M in regulatory assets under management, 3 employees, 1 office, and 638 accounts.
Assets Under Management
$312M
Employees
3
Offices
1 office
Total Clients
223
Primary office
BERKELEY, CA
2907 CLAREMONT AVENUE, SUITE 111, BERKELEY, CA, United States
Top client segmentIndividuals represent 52.9% of total clients.
Top client categories% of clientsClients
1
Individuals
52.9%
118
2
HNWI
47.1%
105
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$312Mas of March 12, 2026
Discretionary100.0%
$312M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$312M
Total Accounts638
10Y AUM Change+$251M (+407.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee74:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.