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TWELE CAPITAL MANAGEMENT, INC.

MINNETONKA, MN · CRD 130239 · IAPD ↗ · 952 887 9253

$578.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — TWELE CAPITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($484.4M -> $578.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2025 — TWELE CAPITAL MANAGEMENT, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
78
February 2025 — TWELE CAPITAL MANAGEMENT, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.