Skip to content

Topel & DiStasi Wealth ManagementFinancial advisor in Berkeley, CA

Topel & DiStasi Wealth Management is a financial advisor at 2907 Claremont Ave #111, Berkeley, CA 94705, ranked #24 of 66 wealth managers in Berkeley and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Berkeley, CAUpdated 0 paid placements in any rankingHow we rank

Call (510) 898-1270Website ↗

Key facts

Key facts about Topel & DiStasi Wealth Management
Address2907 Claremont Ave #111, Berkeley, CA 94705Get directions
Phone(510) 898-1270
Websitetd-wm.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Berkeley and 11 towns within 25 miles: Piedmont, Emeryville, Albany, Orinda, Oakland, El Cerrito, Alameda, Moraga, Lafayette, Richmond and El Sobrante.

Based in Berkeley, CAView on map

Opening hours

Opening hours for Topel & DiStasi Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Topel & DiStasi Wealth Management

How is Topel & DiStasi Wealth Management ranked in Berkeley?

Topel & DiStasi Wealth Management is ranked #24 of 66 wealth managers in Berkeley by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Topel & DiStasi Wealth Management’s hours?

Topel & DiStasi Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Topel & DiStasi Wealth Management serve?

Serves Berkeley and 11 towns within 25 miles: Piedmont, Emeryville, Albany, Orinda, Oakland, El Cerrito, Alameda, Moraga, Lafayette, Richmond and El Sobrante. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Topel & DiStasi Wealth Management?

Topel & DiStasi Wealth Management has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Topel & DiStasi Wealth Management?

Call Topel & DiStasi Wealth Management on (510) 898-1270. The business is at 2907 Claremont Ave #111, Berkeley, CA 94705. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Topel & DiStasi Wealth Management? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Topel & DiStasi Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Topel & DiStasi Wealth Management (this business)—645.0 (4)NoNo
Farther Finance - Parker O'Sullivan, CRPS® - Senior Vice President, Wealth Advisor#22645.0 (7)NoNo9.7 mi
Aspiriant Wealth Management#23645.0 (7)NoNo9.5 mi
Babylon Wealth Management#25645.0 (7)NoNo10.4 mi

See all 66 ranked wealth managers in Berkeley