Search icon

Twele Capital Management, Inc.

Company Details

Name: Twele Capital Management, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 09 Jan 2004 (21 years ago)
Company Number: c2de6d98-87d4-e011-a886-001ec94ffe7f
File Number: 746279-2
Registered Office Address: 5601 Smetana Drv #707, Mtka, MN 55343, USA
Principal Executive Office Address: 5601 Smetana Drive, Unit 707, Minnetonka, Minnesota 55343, United States
ZIP code: 55343
County: Hennepin County
Place of Formation: Minnesota

Central Index Key

CIK number Mailing Address Business Address Phone
1411268 5601 SMETANA DRIVE, SUITE 707, MINNETONKA, MN, 55343 5601 SMETANA DRIVE, SUITE 707, MINNETONKA, MN, 55343 952-887-9253

Filings since 2024-10-08

Form type 13F-HR
File number 028-13313
Filing date 2024-10-08
Reporting date 2024-09-30
File View File

Filings since 2024-08-21

Form type N-PX
File number 028-13313
Filing date 2024-08-21
Reporting date 2024-06-30
File View File

Filings since 2024-07-11

Form type 13F-HR
File number 028-13313
Filing date 2024-07-11
Reporting date 2024-06-30
File View File

Filings since 2024-04-15

Form type 13F-HR
File number 028-13313
Filing date 2024-04-15
Reporting date 2024-03-31
File View File

Filings since 2024-01-16

Form type 13F-HR
File number 028-13313
Filing date 2024-01-16
Reporting date 2023-12-31
File View File

Filings since 2023-10-12

Form type 13F-HR
File number 028-13313
Filing date 2023-10-12
Reporting date 2023-09-30
File View File

Filings since 2023-07-24

Form type 13F-HR
File number 028-13313
Filing date 2023-07-24
Reporting date 2023-06-30
File View File

Filings since 2023-04-25

Form type 13F-HR
File number 028-13313
Filing date 2023-04-25
Reporting date 2023-03-31
File View File

Filings since 2023-01-31

Form type 13F-HR
File number 028-13313
Filing date 2023-01-31
Reporting date 2022-12-31
File View File

Filings since 2022-10-26

Form type 13F-HR
File number 028-13313
Filing date 2022-10-26
Reporting date 2022-09-30
File View File

Filings since 2022-07-19

Form type 13F-HR
File number 028-13313
Filing date 2022-07-19
Reporting date 2022-06-30
File View File

Filings since 2022-04-14

Form type 13F-HR
File number 028-13313
Filing date 2022-04-14
Reporting date 2022-03-31
File View File

Filings since 2022-01-26

Form type 13F-HR
File number 028-13313
Filing date 2022-01-26
Reporting date 2021-12-31
File View File

Filings since 2021-10-21

Form type 13F-HR
File number 028-13313
Filing date 2021-10-21
Reporting date 2021-09-30
File View File

Filings since 2021-07-20

Form type 13F-HR
File number 028-13313
Filing date 2021-07-20
Reporting date 2021-06-30
File View File

Filings since 2021-04-20

Form type 13F-HR
File number 028-13313
Filing date 2021-04-20
Reporting date 2021-03-31
File View File

Filings since 2021-01-22

Form type 13F-HR
File number 028-13313
Filing date 2021-01-22
Reporting date 2020-12-31
File View File

Filings since 2020-10-14

Form type 13F-HR
File number 028-13313
Filing date 2020-10-14
Reporting date 2020-09-30
File View File

Filings since 2020-07-20

Form type 13F-HR
File number 028-13313
Filing date 2020-07-20
Reporting date 2020-06-30
File View File

Filings since 2020-04-16

Form type 13F-HR
File number 028-13313
Filing date 2020-04-16
Reporting date 2020-03-31
File View File

Filings since 2020-01-23

Form type 13F-HR
File number 028-13313
Filing date 2020-01-23
Reporting date 2019-12-31
File View File

Filings since 2019-10-17

Form type 13F-HR
File number 028-13313
Filing date 2019-10-17
Reporting date 2019-09-30
File View File

Filings since 2019-07-18

Form type 13F-HR
File number 028-13313
Filing date 2019-07-18
Reporting date 2019-06-30
File View File

Filings since 2019-04-16

Form type 13F-HR
File number 028-13313
Filing date 2019-04-16
Reporting date 2019-03-31
File View File

Filings since 2019-01-17

Form type 13F-HR
File number 028-13313
Filing date 2019-01-17
Reporting date 2018-12-31
File View File

Filings since 2018-10-23

Form type 13F-HR
File number 028-13313
Filing date 2018-10-23
Reporting date 2018-09-30
File View File

Filings since 2018-07-20

Form type 13F-HR
File number 028-13313
Filing date 2018-07-20
Reporting date 2018-06-30
File View File

Filings since 2018-04-18

Form type 13F-HR
File number 028-13313
Filing date 2018-04-18
Reporting date 2018-03-31
File View File

Filings since 2018-01-22

Form type 13F-HR
File number 028-13313
Filing date 2018-01-22
Reporting date 2017-12-31
File View File

Filings since 2017-10-16

Form type 13F-HR
File number 028-13313
Filing date 2017-10-16
Reporting date 2017-09-30
File View File

Filings since 2017-07-24

Form type 13F-HR
File number 028-13313
Filing date 2017-07-24
Reporting date 2017-06-30
File View File

Filings since 2017-04-10

Form type 13F-HR
File number 028-13313
Filing date 2017-04-10
Reporting date 2017-03-31
File View File

Filings since 2017-01-09

Form type 13F-HR
File number 028-13313
Filing date 2017-01-09
Reporting date 2016-12-31
File View File

Filings since 2016-10-20

Form type 13F-HR
File number 028-13313
Filing date 2016-10-20
Reporting date 2016-09-30
File View File

Filings since 2016-07-12

Form type 13F-HR
File number 028-13313
Filing date 2016-07-12
Reporting date 2016-06-30
File View File

Filings since 2016-04-20

Form type 13F-HR
File number 028-13313
Filing date 2016-04-20
Reporting date 2016-03-31
File View File

Filings since 2016-01-14

Form type 13F-HR
File number 028-13313
Filing date 2016-01-14
Reporting date 2015-12-31
File View File

Filings since 2015-10-19

Form type 13F-HR
File number 028-13313
Filing date 2015-10-19
Reporting date 2015-09-30
File View File

Filings since 2015-07-10

Form type 13F-HR
File number 028-13313
Filing date 2015-07-10
Reporting date 2015-06-30
File View File

Filings since 2015-04-15

Form type 13F-HR
File number 028-13313
Filing date 2015-04-15
Reporting date 2015-03-31
File View File

Filings since 2015-01-15

Form type 13F-HR
File number 028-13313
Filing date 2015-01-15
Reporting date 2014-12-31
File View File

Filings since 2014-10-14

Form type 13F-HR
File number 028-13313
Filing date 2014-10-14
Reporting date 2014-09-30
File View File

Filings since 2014-07-07

Form type 13F-HR
File number 028-13313
Filing date 2014-07-07
Reporting date 2014-06-30
File View File

Filings since 2014-04-09

Form type 13F-HR
File number 028-13313
Filing date 2014-04-09
Reporting date 2014-03-31
File View File

Filings since 2014-01-09

Form type 13F-HR
File number 028-13313
Filing date 2014-01-09
Reporting date 2013-12-31
File View File

Filings since 2013-10-17

Form type 13F-HR
File number 028-13313
Filing date 2013-10-17
Reporting date 2013-09-30
File View File

Filings since 2013-07-15

Form type 13F-HR
File number 028-13313
Filing date 2013-07-15
Reporting date 2013-06-30
File View File

Filings since 2013-04-08

Form type 13F-HR
File number 028-13313
Filing date 2013-04-08
Reporting date 2013-03-31
File View File

Filings since 2013-01-08

Form type 13F-HR
File number 028-13313
Filing date 2013-01-08
Reporting date 2012-12-31
File View File

Filings since 2012-10-09

Form type 13F-HR
File number 028-13313
Filing date 2012-10-09
Reporting date 2012-09-30
File View File

Filings since 2012-07-10

Form type 13F-HR
File number 028-13313
Filing date 2012-07-10
Reporting date 2012-06-30
File View File

Filings since 2012-04-05

Form type 13F-HR
File number 028-13313
Filing date 2012-04-05
Reporting date 2012-03-31
File View File

Filings since 2012-01-11

Form type 13F-HR
File number 028-13313
Filing date 2012-01-11
Reporting date 2011-12-31
File View File

Filings since 2011-10-14

Form type 13F-HR
File number 028-13313
Filing date 2011-10-14
Reporting date 2011-09-30
File View File

Filings since 2011-07-08

Form type 13F-HR
File number 028-13313
Filing date 2011-07-08
Reporting date 2011-06-30
File View File

Filings since 2011-04-12

Form type 13F-HR
File number 028-13313
Filing date 2011-04-12
Reporting date 2011-03-31
File View File

Filings since 2011-01-27

Form type 13F-HR
File number 028-13313
Filing date 2011-01-27
Reporting date 2010-12-31
File View File

Filings since 2010-10-12

Form type 13F-HR
File number 028-13313
Filing date 2010-10-12
Reporting date 2010-09-30
File View File

Filings since 2010-07-23

Form type 13F-HR
File number 028-13313
Filing date 2010-07-23
Reporting date 2010-06-30
File View File

Filings since 2010-04-12

Form type 13F-HR
File number 028-13313
Filing date 2010-04-12
Reporting date 2010-03-31
File View File

Filings since 2010-01-20

Form type 13F-HR
File number 028-13313
Filing date 2010-01-20
Reporting date 2009-12-31
File View File

Filings since 2009-10-15

Form type 13F-HR
File number 028-13313
Filing date 2009-10-15
Reporting date 2009-09-30
File View File

Filings since 2009-07-06

Form type 13F-HR
File number 028-13313
Filing date 2009-07-06
Reporting date 2009-06-30
File View File

Filings since 2009-04-07

Form type 13F-HR
File number 028-13313
Filing date 2009-04-07
Reporting date 2009-03-31
File View File

Filings since 2009-01-21

Form type 13F-HR
File number 028-13313
Filing date 2009-01-21
Reporting date 2008-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TWELE CAPITAL MANAGEMENT, INC. RETIREMENT TRUST 2023 364546212 2024-07-06 TWELE CAPITAL MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 9529350949
Plan sponsor’s address 5601 SMETANA DRIVE, SUITE 707, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2024-07-06
Name of individual signing MARESSIA TWELE
Valid signature Filed with authorized/valid electronic signature
TWELE CAPITAL MANAGEMENT, INC. RETIREMENT TRUST 2022 364546212 2023-07-06 TWELE CAPITAL MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 9529350949
Plan sponsor’s address 5601 SMETANA DRIVE, SUITE 707, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2023-07-06
Name of individual signing MARESSIA TWELE
Valid signature Filed with authorized/valid electronic signature
TWELE CAPITAL MANAGEMENT, INC. TWELE CAPITAL MANAGEMENT, INC. RETIREMENT TRUST 2021 364546212 2022-07-15 TWELE CAPITAL MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 9529350949
Plan sponsor’s address 5601 SMETANA DRIVE, SUITE 707, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2022-07-15
Name of individual signing MARESSIA TWELE
Valid signature Filed with authorized/valid electronic signature
TWELE CAPITAL MANAGEMENT, INC. TWELE CAPITAL MANAGEMENT, INC. RETIREMENT TRUST 2020 364546212 2021-06-30 TWELE CAPITAL MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 9529350949
Plan sponsor’s address 5601 SMETANA DRIVE, SUITE 707, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2021-06-30
Name of individual signing MARESSIA TWELE
Valid signature Filed with authorized/valid electronic signature
TWELE CAPITAL MANAGEMENT, INC. TWELE CAPITAL MANAGEMENT, INC. RETIREMENT TRUST 2019 364546212 2020-06-25 TWELE CAPITAL MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 9529350949
Plan sponsor’s address 5601 SMETANA DRIVE, SUITE 707, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2020-06-25
Name of individual signing MARESSIA TWELE
Valid signature Filed with authorized/valid electronic signature
TWELE CAPITAL MANAGEMENT, INC. TWELE CAPITAL MANAGEMENT, INC. RETIREMENT TRUST 2018 364546212 2019-06-28 TWELE CAPITAL MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 9529350949
Plan sponsor’s address 5601 SMETANA DRIVE, SUITE 707, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2019-06-28
Name of individual signing MARESSIA TWELE
Valid signature Filed with authorized/valid electronic signature
TWELE CAPITAL MANAGEMENT, INC. TWELE CAPITAL MANAGEMENT, INC. RETIREMENT TRUST 2017 364546212 2018-07-18 TWELE CAPITAL MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 9529350949
Plan sponsor’s address 5601 SMETANA DRIVE, SUITE 707, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2018-07-18
Name of individual signing MARESSIA TWELE
Valid signature Filed with authorized/valid electronic signature
TWELE CAPITAL MANAGEMENT, INC. TWELE CAPITAL MANAGEMENT, INC. RETIREMENT TRUST 2016 364546212 2017-07-11 TWELE CAPITAL MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 9529350949
Plan sponsor’s address 5601 SMETANA DRIVE SUITE707, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2017-07-11
Name of individual signing MARESSIA TWELE
Valid signature Filed with authorized/valid electronic signature
TWELE CAPITAL MANAGEMENT, INC. TWELE CAPITAL MANAGEMENT, INC. RETIREMENT TRUST 2015 364546212 2016-07-05 TWELE CAPITAL MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 9529350949
Plan sponsor’s address 5601 SMETANA DRIVE SUITE707, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2016-07-05
Name of individual signing MARESSIA TWELE
Valid signature Filed with authorized/valid electronic signature
TWELE CAPITAL MANAGEMENT, INC. TWELE CAPITAL MANAGEMENT, INC. RETIREMENT TRUST 2014 364546212 2015-06-23 TWELE CAPITAL MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 9529350949
Plan sponsor’s address 5601 SMETANA DRIVE SUITE707, MINNETONKA, MN, 55343

Signature of

Role Plan administrator
Date 2015-06-23
Name of individual signing MARESSIA TWELE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-23
Name of individual signing MARESSIA TWELE
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Maressia Twele Chief Executive Officer 5601 Smetana Drive, Unit 707, Minnetonka, Minnesota 55343, United States

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 2011-03-02
Original Filing - Business Corporation (Domestic) 2004-01-09
Business Corporation (Domestic) Business Name (Business Name: Twele Capital Management, Inc.) 2004-01-09

Date of last update: 26 Dec 2024

Sources: Minnesota's Official State Website