Tealwood Asset Management

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Client assets under management

$356,065,871

Clients

230

73% high-net worth

Advisors

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,548,112

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

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Flat fees for specific advisory services negotiated and billed quarterly, details in engagement letter.

Percentage

$0 - $1,000,000: 1.0% $1,000,000 - $3,000,000: 0.75%

Other

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 location

Tealwood Asset Management

120 South 6 Th Street, Suite 1900

Minneapolis MN 55402, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Minnesota · Nebraska · New Hampshire · Texas · Wisconsin

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 612-340-0181

Advisors at this firm

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.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)

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.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Stephen M

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.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)

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