Nancy Wright Cooper
Investment adviser representative at Topel & Distasi Wealth Management, LLC
19 yearsExperience
2 statesRegistered in
$312.1MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Topel & Distasi Wealth Management, LLCJan 2019 to now
- Deyoe Wealth Management, IncJan 2011 to Jan 2019
- LPL Financial LLC (f/k/a Linsco/ Private Ledger Corporation)Oct 2007 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, NM).
Topel & Distasi Wealth Management, LLC
$312.1MAssets managed
223Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2411995
- Firm CRD
- 285538