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Building 2TOPEL & DISTASI WEALTH MANAGEMENT, LLC

Map pinBERKELEY, CA
Phone510-898-1270
NotebookSEC #801-120715
Total AUM
$312.1M
Employees
3
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2907 CLAREMONT AVENUE, SUITE 111
BERKELEY
CA 94705
United States
Operating Hours
9-5PM
Monday - Friday
Phone
510-898-1270
Other Offices
1

ReceiptFinancials

Total AUM
$312.1M
Accounts
638
Discretionary
$312.1M
Accounts
638
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
118
AUM
$36.1M
HNW Individual Clients
105
AUM
$264.8M
Charitable Organization Clients
1
AUM
$11.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANHNMTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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