RIA Intel›Advisers›California›TOPEL & DISTASI WEALTH MANAGEMENT, LLC

TOPEL & DISTASI WEALTH MANAGEMENT, LLC

Advisory

N·BERKELEY, CA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM
$312M
1-Year AUM Growth
+15.5%
3-Year CAGR
+29.6%
Employees
3
Assets Under Management
Total AUM$312M
Discretionary AUM$312M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients211
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record16
First FilingDec 19, 2016
Latest FilingMar 12, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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