CIO · Tealwood Asset Management
Steven M. Richter
CRD 4994232 · Named on Form ADV at one SEC-registered adviser
At a glance
Tealwood Asset Management, an SEC-registered wealth manager based in Minneapolis, MN with $365 million in regulatory assets, lists Steven M. Richter on its Form ADV as CIO, a control person.
Firms and roles
- Tealwood Asset ManagementCIOWealth manager · Minneapolis, MN · $365M in regulatory assets
AtlasMembers
Steven’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Charles C. MaharChairman, Tealwood Asset Management
- Stephen P. MoseleyCEO, Tealwood Asset Management
- Michelle E. WarnekeChief Compliance Officer, Tealwood Asset Management
- John C. ZevnickOwner, Tealwood Asset Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.