TOPEL & DISTASI WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$312,109,603
Discretionary
$312,109,603
Non-discretionary
$0
Firm details
- CRD number
- 285538
- SEC file number
- 801-120715
- Main office
- BERKELEY, CA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.TD-WM.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.