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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-23-2017
- Office Locations
- 2
Office Locations
About Topel & Distasi Wealth Management, LLC
Topel & DiStasi Wealth Management is a Berkeley, CA RIA serving Oakland and the Greater Bay Area, providing comprehensive financial planning and discretionary investment management. Portfolios are built primarily with ETFs, complemented by fixed income and funds, with capabilities spanning retirement, tax and estate planning, 529/education planning, and risk management. The team publishes an ongoing blog and podcast and has been featured in outlets such as NerdWallet and Nasdaq.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GAVIN LOWERY DISTASI
Financial Advisor, Managing Member
- CRD
- #4622005
- Ownership
- 50% but less than 75%
JARRETT BRUCE TOPEL
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4046794
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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NANCY WRIGHT COOPER
Wealth Manager
- CRD
- #2411995
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $312,109,603 | $489,200 |
| Non-Discretionary | $0 | -- |
| Total | $312,109,603 | $489,200 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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