|
⚲
|
| Keyboard |
| Topel & Distasi Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 285538 |
| SEC # | 801-120715 |
| CIK # | 0001880087 |
| AUM | 312.1 M (2026-03-12) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 510-898-1270 |
| Address | 2907 Claremont Avenue, Suite 111 Berkeley, CA 94705 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 36.1 |
| (b) Individuals (high net worth individuals) | 105 | 264.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 11.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 638 | 312.1 |
| By Discretionary | ||
| Discretionary | 638 | 312.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 638 | 312.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.1 | |
| Total | 638 | 312.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001880087] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brady Family Wealth LLC
✚
|
MO | 312.7 M |
|
FSR Wealth Management Ltd
✚
|
IL | 312.7 M |
|
Columbia Advisory Partners LLC
✚
|
WA | 312.6 M |
|
Lagoda Investment Management LP
✚
|
NY | 312.6 M |
|
Financial Planning Solutions LLC
✚
|
MA | 312.4 M |
|
Monere Wealth Management Inc
✚
|
IL | 312.0 M |
|
Glass Wealth Management Co LLC
✚
|
TX | 311.9 M |
|
Iwealth Financial LLC
✚
|
MN | 311.6 M |
|
Miller Capital Partners Inc
✚
|
MI | 311.6 M |
|
APS Wealth Management LLC
✚
|
NY | 311.5 M |