Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001880087-25-000002
Filing Date
2025-01-31
Accepted
2025-01-30 18:56:25
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-01-31

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2056
2 13F.html INFORMATION TABLE  
2 13F.xml INFORMATION TABLE 41810
  Complete submission text file 0001880087-25-000002.txt   45102
Mailing Address 2907 CLAREMONT AVE, SUITE 111 BERKELEY CA 94705
Business Address 2907 CLAREMONT AVE, SUITE 111 BERKELEY CA 94705 (510) 898-1270
Topel & Distasi Wealth Management, LLC (Filer) CIK: 0001880087 (see all company filings)

EIN.: 463599505 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22315 | Film No.: 25575283