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⚲
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| Twele Capital Management Inc
✚
|
|
|---|---|
| CRD # | 130239 |
| SEC # | 801-67477 |
| CIK # | 0001411268 |
| AUM | $578.5 M (2026-01-06) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 952-887-9253 |
| Address | 5601 Smetana Drive Minnetonka, MN 55343-9196 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 16.2 |
| (b) Individuals (high net worth individuals) | 37 | 95.6 |
| (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 | 456.8 |
| (h) Charitable organizations | 0 | 2.1 |
| (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 | 6.8 |
| (n) Other | 0 | 1.1 |
| Total | 201 | 578.5 |
| By Discretionary | ||
| Discretionary | 201 | 578.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 201 | 578.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 577.1 | |
| Total | 201 | 578.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001411268] |
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|---|---|---|
|
RTW Financial Advisors Inc
✚
|
TX | 0.6 |
|
Keystone Global Partners LLC
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|
CO | 0.6 |
|
Dempsey Lord Smith LLC
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|
GA | 0.6 |
|
Harvey Capital Management Inc
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|
FL | 0.6 |
|
EPG Wealth Management LLC
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|
GA | 0.6 |
|
Mattern Wealth Management LLC
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|
KS | 0.6 |
|
Oxler Private Wealth LLC
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|
NY | 0.6 |
|
Sanders Morris LLC
✚
|
TX | 0.6 |
|
Gross & Hartman Investments LLC
✚
|
PA | 0.6 |
|
Bulletproof Capital LLC
✚
|
IL | 0.6 |