Tealwood Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$356,065,871
Clients
230
Advisors
5
across 2 offices
About
Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals (including high‑net‑worth clients), trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers via sub‑advisory agreements. The firm manages separately managed accounts and also offers consultative advice and periodic reviews for accounts not under direct management.
The firm's investment approach is valuation‑oriented, concentrating where research and discipline can add value across a mix of equity and fixed‑income strategies — Large‑Cap, Small‑ and Mid‑Cap, Defensive and Quality Fixed Income, and a blended Strategic Income strategy that can include convertibles and dividend payers. Tealwood applies a proprietary “strategic risk management” framework that adjusts asset allocation at three long‑cycle inflection points and provides formal quarterly account reviews and written performance reports to clients.
Noteworthy for a firm of its size, the brochure discloses and communicates performance information, including predecessor performance, in its materials and client reporting. Tealwood also manages assets for other advisors under sub‑advisory arrangements, may sponsor a wrap fee program (through RBC), and has recently expanded its company‑sponsored retirement plan consulting offering, including serving as a Section 3(38) fiduciary for defined contribution plans.
Client services
Expertise
Fee options
Flat fees for specific advisory services negotiated and billed quarterly, details in engagement letter.
$0 - $1,000,000: 1.0% $1,000,000 - $3,000,000: 0.75%
Account minimum: $250,000 Fee-only: Fee based advisor services billed quarterly based on scale and scope of advisory work, details in engagement letter.
Main office
See office120 South 6th Street, Suite 1900
Minneapolis MN 55402
Advisors at this office
4
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Minnesota · Nebraska · New Hampshire · Texas · Wisconsin
Also doing business as
Tealwood · Tealwood Asset Management · Tealwood Asset Management Inc · Tealwood Management Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Steven R
CFA®
Minneapolis, MN
Tealwood Asset Management
Steven Richter is a financial advisor at Tealwood Asset Management with 12 years of industry experience. He has been with Tealwood since 2007. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across various equity and fixed-income strategies and uses a proprietary strategic risk management framework to adjust asset allocation and conduct formal quarterly reviews.
Charles M
Series 63, Series 65
Minneapolis, MN
Tealwood Asset Management
Charles Mahar is a financial advisor at Tealwood Asset Management in Minneapolis, MN, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Tealwood Asset Management since 1995. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across equity and fixed-income strategies, using a proprietary strategic risk management framework with regular account reviews and performance reporting.
David N
Series 65
Minneapolis, MN
Tealwood Asset Management
David Neal is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 12 years of industry experience. He holds a Series 65 designation and has been with Tealwood since 1998. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across various equity and fixed-income strategies and utilizes a proprietary strategic risk management framework with regular account reviews and performance reporting.
John Z
Series 65
Minneapolis, MN
Tealwood Asset Management
John Zevnick is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 12 years of industry experience. He has been with Tealwood since 2010. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across equity and fixed-income strategies and uses a proprietary strategic risk management framework to adjust asset allocation at long-cycle inflection points.
Stephen M
CFP®, Series 63, Series 66
Minneapolis, MN
Tealwood Asset Management
Stephen Moseley is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Tealwood since 2016, as well as Fidelity Investments-PWMG since 2003. Tealwood Asset Management provides discretionary investment management and advisory consulting to a range of clients including individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across equity and fixed-income strategies and uses a proprietary strategic risk management framework with formal quarterly reviews and performance reporting.
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