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| Keyboard |
| TUVE Investment Management Inc
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|---|---|
| CRD # | 226702 |
| SEC # | 801-100395 |
| CIK # | |
| AUM | 147.7 M (2026-04-20) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 319-235-0075 |
| Address | 227 East San Marnan Drive Waterloo, IA 50702 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 467 | 110.3 |
| (b) Individuals (high net worth individuals) | 56 | 37.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,372 | 147.7 |
| By Discretionary | ||
| Discretionary | 1,372 | 147.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,372 | 147.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 147.6 | |
| Total | 1,372 | 147.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
|
H S Dreher Capital Management LLC
✚
|
NC | 148.2 M |
|
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148.0 M | |
|
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|
Bulwark Capital Corporation
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|
EDMP Inc
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FL | 147.4 M |
|
Fit Asset Management LLC
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CO | 147.4 M |
|
Outlook Capital Management LLC
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|
IL | 147.4 M |
|
Burgess Investment Group LLC
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|
SC | 147.1 M |
|
Wealthpoint Financial LLC
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|
NC | 147.1 M |
|
Spark Financial Advisors LLC
✚
|
VA | 147.1 M |