Updated:
Topel & Distasi Wealth Management
Topel & Distasi Wealth Management was founded in 2013 by Matthew Topel and Jordan Distasi as a registered investment advisor headquartered in Berkeley,...
Topel & Distasi Wealth Management
Topel & Distasi Wealth Management was founded in 2013 by Matthew Topel and Jordan Distasi as a registered investment advisor headquartered in Berkeley, California. The firm grew out of a thesis favoring deep, localized relationships with high-net-worth individuals, their families, and private business owners. Unlike platforms that aggregate thousands of households, the firm's footprint in the East Bay suggests a deliberately compact client roster. The firm advises on portfolio construction that spans public equities, fixed income, and structured products, with generalist coverage across stages and geographies. Its small-team structure typically lends itself to direct indexing and manager selection rather than direct co-investments or SPVs. The practice reflects the classic RIA model where the founders are also the primary relationship managers. The firm operates a single office in Berkeley with no disclosed satellite locations or adjacent vehicles. No public AUM or total deployment figure is available, and its most recent disclosed operational event is its founding in 2013. Topel & Distasi's structural differentiator is its posture as a craft-scale advisor in a market increasingly dominated by aggregators and private equity roll-ups. Its value proposition rests on the two named founders maintaining direct, undiluted accountability over client portfolios — an architecture that becomes harder to preserve once scale and succession enter the conversation.
General information
Firm type
Single Family Office
Year founded
2013
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Berkeley
Corporate office
Berkeley, CA, United States
Principals
Matthew Topel
Founder, Managing Partner
Jordan Distasi
Founder, Managing Partner
Sector focus
Frequently asked questions
What is Topel & Distasi Wealth Management?
Topel & Distasi Wealth Management is a single family office headquartered in Berkeley, United States.
When was Topel & Distasi Wealth Management founded?
Topel & Distasi Wealth Management was founded in 2013.
Where is Topel & Distasi Wealth Management headquartered?
Topel & Distasi Wealth Management is headquartered in Berkeley, United States, in the North America region.
What is Topel & Distasi Wealth Management's assets under management?
Topel & Distasi Wealth Management reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Topel & Distasi Wealth Management?
Altss maintains an OSINT-verified profile of Topel & Distasi Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Topel & Distasi Wealth Management's website?
Topel & Distasi Wealth Management's public website is td-wm.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Topel & Distasi Wealth Management?
Topel & Distasi Wealth Management is classified by Altss as a Single Family Office, operating from United States within the North America region.
How does Altss source intelligence on Topel & Distasi Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Topel & Distasi Wealth Management's Altss profile last updated?
Topel & Distasi Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: