Topel & Distasi Wealth Management, LLC

Entity
Company
Business address
2907 Claremont Ave,, Suite 111, 94705 Berkeley, CA
Phone
(510) 898-1270
State of incorporation
CA
Fiscal year end
December 31
13F signature
Jarrett Topel - CCO
All SEC filings
View on sec.gov
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Topel & Distasi Wealth Management, LLC has filed 18 SEC EDGAR filings since 2/23/2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Nov 10, 2025 Sep 30, 2025 028-22315
N-PX Open Document Open Filing Aug 28, 2025 Jun 30, 2025 028-22315
13F-HR Open Document Open Filing Aug 7, 2025 Jun 30, 2025 028-22315
13F-HR Open Document Open Filing May 9, 2025 Mar 31, 2025 028-22315
13F-HR Open Document Open Filing Jan 31, 2025 Dec 31, 2024 028-22315
13F-HR Open Document Open Filing Nov 12, 2024 Sep 30, 2024 028-22315
N-PX Open Document Open Filing Aug 13, 2024 Jun 30, 2024 028-22315
13F-HR Open Document Open Filing Aug 9, 2024 Jun 30, 2024 028-22315
13F-HR Open Document Open Filing May 7, 2024 Mar 31, 2024 028-22315
13F-HR Open Document Open Filing Jan 16, 2024 Dec 31, 2023 028-22315
13F-HR Open Document Open Filing Nov 7, 2023 Sep 30, 2023 028-22315
13F-HR Open Document Open Filing Aug 8, 2023 Jun 30, 2023 028-22315
13F-HR Open Document Open Filing May 12, 2023 Mar 31, 2023 028-22315
13F-HR Open Document Open Filing Feb 1, 2023 Dec 31, 2022 028-22315
13F-HR Open Document Open Filing Nov 21, 2022 Sep 30, 2022 028-22315
13F-HR Open Document Open Filing Aug 5, 2022 Jun 30, 2022 028-22315
13F-HR Open Document Open Filing Apr 21, 2022 Mar 31, 2022 028-22315
13F-HR Open Document Open Filing Feb 23, 2022 Dec 31, 2021 028-22315