TEALWOOD ASSET MANAGEMENT

RIASEC RegisteredEst. 1987

Total AUM

$365M

Discretionary

$365M

100% of AUM

Avg account

$537K

Accounts

681

Employees

Advisory reps

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 105245
Registered since: March 18, 1987
Website: www.tealwood.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI86.62%
Individuals10.82%
Pension & Profit Sharing Plans0.85%
Other Investment Advisers0.84%
Corporations / Businesses0.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tealwood Asset Management is an independent registered investment adviser serving individual, family and institutional clients. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and institutions, charging both AUM-based and fixed fees. Tealwood shows a clear equity tilt: its ADV lists exchange-traded equities as the dominant asset type and its 13F filings reflect a concentrated public-equity program with a bias toward large-cap names (its largest reported position is Alphabet Inc). The firm does not position itself as a capital allocator or pension consultant, and it does not report active ESG investing. Tealwood is structured as an individually owned corporation, registered with the SEC since 1987, and operates as a single independent RIA rather than as part of a related-adviser network.