MINNEAPOLIS, MNCRD 105245Latest ADV February 6, 2026
Tealwood Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated February 6, 2026, reports $365M in regulatory assets under management, 7 employees, and 681 accounts.
Assets Under Management
$365M
Employees
7
Offices
--
Total Clients
231
Primary office
MINNEAPOLIS, MN
120 SOUTH 6TH STREET, SUITE 1900, MINNEAPOLIS, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.2% of total clients.
Top client categories% of clientsClients
1
HNWI
73.2%
169
2
Individuals
26.4%
61
3
Investment Cos.
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$365Mas of February 6, 2026
Discretionary100.0%
$365M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$365M
Total Accounts681
10Y AUM Change$-25M (-6.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee33:1
10Y Employee Change-2 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.