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Steven Matthew Richter

Investment adviser representative at Tealwood Asset Management
19 yearsExperience
1 stateRegistered in
CFADesignation
$365.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. Tealwood Asset Management IncJan 2007 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (MN).

Tealwood Asset Management

Legal name: Tealwood Asset Management Inc

$365.4MAssets managed
231Clients
5Advisers
39 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4994232
Firm CRD
105245
Advisor's SEC record (opens in a new tab)
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