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TOPEL & DISTASI WEALTH MANAGEMENT, LLC

BERKELEY, CA · CRD 285538 · IAPD ↗ · td-wm.com · 510-898-1270

$312.1MRegulatory AUM
3Advisory reps
3Employees
2Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — TOPEL & DISTASI WEALTH MANAGEMENT, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — TOPEL & DISTASI WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2025 — TOPEL & DISTASI WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.