Twele Capital Management, Inc.

RIASEC Registered

Total AUM

$578M

Discretionary

$578M

100% of AUM

Avg account

$2.9M

Accounts

201

Employees

4

Advisory reps

3

Firm details

Headquarters: Minnetonka, Minnesota
CRD number: 130239
Registered since: January 19, 2007
Website: twelecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Pension & Profit Sharing Plans78.96%
HNWI16.52%
Individuals2.8%
Corporations / Businesses1.17%
Charitable Organizations0.36%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Twele Capital Management, Inc. is an independent, individually owned registered investment adviser that provides financial planning and portfolio management for individuals, small businesses and other business or institutional clients. The firm has been registered with the SEC since 2007. Its billing includes a percentage-of-AUM component alongside hourly charges. The client focus is individual and family relationships, and the firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds98%
Cash & Cash Equivalents2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 37

Active vs passive

$604M in ETFs

Passive

92%

$558M

Active

0%

$45.9M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$70.2M	91,682	11.63%

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Primary office

Minnetonka, MN

Hennepin

Location

Minnetonka, MN

Headquartered in Minnetonka, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area: Minneapolis-St. Paul, MN-WI
Region: Midwest
County: Hennepin
Address: 5601 Smetana Dr
Time zone: CT (UTC-6)
Office locations

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