Twele Capital Management, Inc.
Twele Capital Management, Inc. is an SEC-registered ria in Minnetonka, MN with $578.5M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Twele Capital Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130239, SEC 801-67477, data through 2026-01-06.
- AUM (assets under management / regulatory AUM)
- $578.5M (2026-01-06)
- Firm type
- Ria
- Location
- Minnetonka, MN
- Employees
- 4
- Clients
- 67
- CRD
- 130239
- Ownership
- TWELE, MARESSIA, ANN; TWELE, JOHN, ANTHONY; BARANIVSKY, GREGORY, IVAN; STRATMANN, JOSEPH, EUGENE; MELLUM, BRENT, DOUGLAS
How much AUM does Twele Capital Management, Inc. have?
Twele Capital Management, Inc. reported $578.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-06).
Who owns Twele Capital Management, Inc.?
Disclosed owners and executives of Twele Capital Management, Inc. include TWELE, MARESSIA, ANN, TWELE, JOHN, ANTHONY, BARANIVSKY, GREGORY, IVAN, STRATMANN, JOSEPH, EUGENE, MELLUM, BRENT, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.