Twele Capital Management, Inc.

RIASEC RegisteredEst. 2007

Total AUM

$578M

Discretionary

$578M

100% of AUM

Avg account

$2.9M

Accounts

201

Employees

4

Advisory reps

4

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, SEC-registered RIA formed in 2007 and owned by an individual. The firm serves individual and family clients and bills on a percentage-of-AUM basis while also offering hourly advice. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutions. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

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

3 of 3

Justin Henne
Chief Investment OfficerCRD 6971754
John Twele
President, CEOCRD 1570378
Maressia Twele
Principal and Chief Financial OfficerCRD 4751252

Contacts

1 of 1

Gregory Baranivsky
PrincipalCRD 2653751

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 38

Active vs passive

$611M in ETFs

Passive

92%

$565M

Active

0%

$46.5M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$69.7M	93,090	11.41%

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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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