Tyler Richard Schlumpf
Investment adviser representative at Private Wealth Asset Management
11 yearsExperience
1 stateRegistered in
CFADesignation
$2.5BFirm 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
11 years in the industry.
- Private Wealth Asset ManagementMar 2023 to now
- Wells Fargo Advisors, LLCFeb 2021 to Mar 2023
- Wells Fargo Bank, NAJun 2019 to Mar 2023
- Carson Group InvestingDec 2015 to Jun 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NE).
Private Wealth Asset Management
Legal name: Private Wealth Asset Management, LLC
$2.5BAssets managed
559Clients
22Advisers
5 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
- 5022601
- Firm CRD
- 315819