Investment adviser · CRD 105245
TEALWOOD ASSET MANAGEMENT
Investment adviser filing (IA)
TEALWOOD ASSET MANAGEMENT INC
MINNEAPOLIS, MN, United States · Form ADV filed Feb 6, 2026
- Regulatory AUM
- $365M Form ADV · Item 5.F
- Client accounts
- 681 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 169 | $316,514,943 | 86.6% |
| Individuals | 61 | $39,550,928 | 10.8% |
| Retirement plans | Fewer than 5 | $3,116,654 | 0.9% |
| Other investment advisers | Fewer than 5 | $3,059,438 | 0.8% |
| Corporations & businesses | Fewer than 5 | $2,508,029 | 0.7% |
| Charities | Fewer than 5 | $453,074 | 0.1% |
| Investment companies | 1 | $195,219 | 0.1% |
Filing source
Form ADV 2050971 · Feb 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
120 SOUTH 6TH STREET, SUITE 1900MINNEAPOLIS, MN, 55402, United States
CRD 105245
Filing source
Form ADV 2050971 · Feb 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.