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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2004
- Office Locations
- 1
Office Locations
About Twele Capital Management, Inc.
Twele Capital Management is a Minnetonka, MN investment adviser serving retail and institutional clients, with a focus on entrepreneurs and retirement plan needs. The firm provides portfolio construction, asset allocation, and ongoing asset management, using mutual funds, ETFs, and fixed income as appropriate, alongside insurance and business-succession planning support. Custody is primarily through Charles Schwab and the firm uses Tamarac.
Team overview
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Investment Vehicles
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Owner & Executives
JOHN ANTHONY TWELE
Chief Compliance Officer, Chief Executive, Financial Advisor, General Partner, President
- CRD
- #1570378
- Ownership
- 25% but less than 50%
MARESSIA ANN TWELE
Chief Financial Officer, Investment Advisor
- CRD
- --
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $578,455,059 | $2,877,886 |
| Non-Discretionary | $0 | -- |
| Total | $578,455,059 | $2,877,886 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | 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 |
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