{"url":"https://nivawealth.com/firms/topel-and-distasi-wealth-management-285538","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/285538","regulatoryAum":312109603,"crd":"285538","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2411995","suffix":null,"lastName":"COOPER","firstName":"NANCY","middleName":"WRIGHT"},{"crd":"4622005","suffix":null,"lastName":"DISTASI","firstName":"GAVIN","middleName":"LOWERY"},{"crd":"4046794","suffix":null,"lastName":"TOPEL","firstName":"JARRETT","middleName":"BRUCE"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-10","regulatoryAum":131670000,"clients":188,"employees":4,"offices":1},{"filedOn":"2022-03-09","regulatoryAum":296589461,"clients":196,"employees":3,"offices":1},{"filedOn":"2023-03-30","regulatoryAum":247836347,"clients":202,"employees":3,"offices":1},{"filedOn":"2024-06-07","regulatoryAum":286330842,"clients":208,"employees":3,"offices":1},{"filedOn":"2025-02-04","regulatoryAum":300392152,"clients":211,"employees":3,"offices":1},{"filedOn":"2026-03-12","regulatoryAum":312109603,"clients":223,"employees":3,"offices":2}],"secFileNumber":"801-120715","legalName":"Topel & Distasi Wealth Management, LLC","displayName":"Topel & DiStasi Wealth Management","slug":"topel-and-distasi-wealth-management-285538","website":"https://td-wm.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/topel-&-distasi-wealth-management/","xUrl":"https://x.com/topeldistasi","founded":"2013","organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2907 Claremont Avenue, Suite 111","city":"Berkeley","state":"CA","stateName":"California","country":"United States","postalCode":"94705"},"tradeNames":[],"registration":{"secApproved":"5 April 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1349319.869955157,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":312109603,"discretionary":312109603,"discretionaryAccounts":638,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":118,"regulatoryAum":36107800},{"label":"High-net-worth individuals","clients":105,"regulatoryAum":264790531},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":11211272}],"feePrograms":[{"role":"main","program":"Comprehensive Portfolio Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018049","versionId":1018049,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-12","documentName":"FORM ADV PART 2A - 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They include 118 individual clients and 105 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Topel & DiStasi Wealth Management offer?","answer":"Topel & DiStasi Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Topel & DiStasi Wealth Management charge?","answer":"Topel & DiStasi Wealth Management charges up to 1.40% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 12 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Topel & DiStasi Wealth Management use?","answer":"Topel & DiStasi Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $189M and Fidelity Brokerage Services LLC (Smithfield, RI), with $121M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Topel & DiStasi Wealth Management have?","answer":"Topel & DiStasi Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Topel & DiStasi Wealth Management invest in?","answer":"At the end of its last fiscal year, Topel & DiStasi Wealth Management’s separately managed accounts held 68% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 6% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Topel & DiStasi Wealth Management have a minimum investment?","answer":"Yes, Topel & DiStasi Wealth Management’s minimum account size for its Comprehensive Portfolio Management is $500K.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 12 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Topel & DiStasi Wealth Management?","answer":"Topel & DiStasi Wealth Management’s direct owners are Jarrett Topel (50% to 75%) and Gavin Distasi (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Topel & DiStasi Wealth Management get paid?","answer":"Topel & DiStasi Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Topel & DiStasi Wealth Management registered with the SEC?","answer":"Yes, Topel & DiStasi Wealth Management has been registered with the SEC as an investment adviser since 5 April 2021. Its CRD number is 285538 and its SEC file number is 801-120715.","source":"Form ADV Part 1A, Item 1, filed 12 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Topel & DiStasi Wealth Management?","answer":"Topel & DiStasi Wealth Management’s main office is at 2907 Claremont Avenue, Suite 111, Berkeley, CA 94705. Its phone number is 510-898-1270. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}