LP Profile

Tevis Investment Management

Also known as tevis

Wealth ManagerPlano, United StatesFounded 2012
Plano
Headquarters
Investment Focus

About Tevis Investment Management

Tevis Investment Management is a wealth manager based in Plano, US. Founded in 2012.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Tevis Investment Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$234.8M
Total Clients
581
Filing Date
March 3, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Tevis Investment Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Tevis Investment Management?

Tevis Investment Management is a wealth manager based in Plano, United States.

Where is Tevis Investment Management headquartered?

Tevis Investment Management is headquartered in Plano, United States.

When was Tevis Investment Management founded?

Tevis Investment Management was founded in 2012.

How can I contact Tevis Investment Management?

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