This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-18-1987
- Office Locations
- 2
Office Locations
About Tealwood Asset Management
Tealwood Asset Management is an independent, fee-based Minneapolis RIA operating under a fiduciary standard, serving individuals and families with customized planning and investment management aligned to client values and priorities. The firm is intentionally scaled for personalized, collaborative relationships, including education and lifestyle events. Portfolios lean heavily on ETFs with meaningful fixed-income exposure, custodied with providers such as Schwab and Fidelity.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES CHEYNE MAHAR
Chairman, Principal
- CRD
- #1090893
- Ownership
- 50% but less than 75%
STEPHEN PEET MOSELEY
Chief Executive Officer
- CRD
- #4230374
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
Unlock allContacts
DAVID YOUNG NEAL
--
- CRD
- #4343266
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $365,398,285 | $536,561 |
| Non-Discretionary | $0 | -- |
| Total | $365,398,285 | $536,561 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing