Topel & Distasi Wealth Management, LLC
Topel & DiStasi Wealth Management, LLC is a fee-only registered investment adviser headquartered in Berkeley, California, founded in 2021. The firm specializes in investment advice, financial planning, portfolio management for individuals, small businesses, and institutions, and pension consulting services. They currently oversee over $300 million in assets for about 610 clients and are led by a team of 3 financial advisors. Their clients include both individuals and high-net-worth investors, and the firm is noted for its transparent, objective financial guidance, and educational outreach in the Bay Area.
Investment Strategy
Topel & DiStasi Wealth Management employs a comprehensive, fee-only investment management strategy focused on customized planning for each client. Their approach includes developing financial plans tailored to individual goals, retirement strategies, and portfolio management using a disciplined methodology. The firm incorporates both traditional and socially responsible investing themes, prioritizing long-term client objectives, risk management, behavioral finance insights, and educational support to empower informed decision-making.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 9.35% | $17.8M | 40,708 | $305.04 | $438.40 | +$2.7M |
V VTV | VANGUARD INDEX FDS | 8.76% | $16.7M | 94,583 | $145.96 | $176.74 | -$1.7M |
I IEFA | ISHARES TR | 7.30% | $13.9M | 166,719 | $71.68 | $83.48 | +$292.2K |
G GOVT | ISHARES TR | 6.74% | $12.9M | 559,527 | $24.87 | $22.98 | +$126.9K |
L LQD | ISHARES TR | 5.20% | $9.9M | 90,585 | $123.65 | $109.61 | -$128.4K |