# Topel & Distasi Wealth Management, LLC

> Topel & Distasi Wealth Management, LLC is an SEC-registered investment advisory firm in Berkeley, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 285538
- Filed as: TOPEL & DISTASI WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Berkeley, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285538
- AdvisorCensus page: https://advisorcensus.com/firm/topel-and-distasi-wealth-management-llc-berkeley-ca-285538

## Quick answers

**How is Topel & Distasi Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Topel & Distasi Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Topel & Distasi Wealth Management, LLC located?**
Topel & Distasi Wealth Management, LLC's principal office is in Berkeley, CA, according to its Form ADV.

**Is Topel & Distasi Wealth Management, LLC registered with the SEC or a state?**
Topel & Distasi Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 285538.

**How much does Topel & Distasi Wealth Management, LLC manage?**
Topel & Distasi Wealth Management, LLC reports $312,109,603 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Topel & Distasi Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Topel & Distasi Wealth Management, LLC: Regulatory assets under management: $131,670,000 in the October 2021 data and $312,109,603 in the October 2026 data, up 137%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Topel & Distasi Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (118); high net worth individuals (105).

**Which custodians does Topel & Distasi Wealth Management, LLC use?**
Topel & Distasi Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Topel & Distasi Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285538

**What changed in Topel & Distasi Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in NM.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $312,109,603
- Discretionary: $312,109,603
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 118 | $36,107,800 |
| High net worth individuals | 105 | $264,790,531 |
| Charitable organizations | Fewer than 5 | $11,211,272 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NH, NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- td-wm.com
- Facebook @topeldistasi
- Instagram @topeldistasi
- LinkedIn @topel-&-distasi-wealth-management
- LinkedIn @gavin-distasi-cdfa-ces-4116b517
- LinkedIn @jarrett-b-topel-cfp®-msfp-08688a4
- LinkedIn @nancy-wright-cooper-9b093
- X @TOPELDISTASI

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $131,670,000 | 4 | June 10, 2021 |
| October 2022 | $296,589,461 | 3 | March 9, 2022 |
| October 2023 | $247,836,347 | 3 | September 5, 2023 |
| October 2024 | $286,330,842 | 3 | June 7, 2024 |
| October 2025 | $300,392,152 | 3 | February 4, 2025 |
| October 2026 | $312,109,603 | 3 | March 12, 2026 |

Regulatory assets under management: $131,670,000 in the October 2021 data and $312,109,603 in the October 2026 data, up 137%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in NM.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Topel & Distasi Wealth Management, LLC (CRD 285538): Form ADV filing data as of October 2026.