Best-in-State · rank 105 · Scottsdale, Arizona · listed firm: TSG Wealth Management | Wells Fargo Advisors Financial Network
Identity & firm
- Firm — TSG Wealth Management | Wells Fargo Advisors Financial Network (high)
- “firm: TSG Wealth Management | Wells Fargo Advisors Financial Network” — forbes_shook
- Parent company — Wells Fargo (high)
- “Wells Fargo Advisors Financial Network” — forbes_shook
- Firm type — wirehouse (high)
- “Wells Fargo Advisors Financial Network” — forbes_shook
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Book of business
- Team AUM ($M) — 253 (high)
- “Team Assets (Custodied): $253M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 38.0 (high)
- “Typical Net Worth of Relationships: $1-75M” — forbes_shook
- Client niche — generalist (medium)
- “Typical size of Household accounts: $750K-12M” — forbes_shook
- Custodians — not_applicable (high)
- “Wells Fargo Advisors Financial Network” — forbes_shook
- Fee model — not_public (high)
Positioning & marketing
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- Has podcast — no (low)
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Visual brand
- Has distinct logo — gap: not_found_after_search
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