Top Wealth + Best-in-State · rank 1 · Reno, Nevada · listed firm: TSG Wealth Management | Wells Fargo Advisors Financial Network
Identity & firm
- Firm — TSG Wealth Management (high)
- “In 1992, along with his father, Warren Schulten, Founder, Mark founded The Schulten Group. In 2019, he and his team rebranded and expanded their operation into what is now TSG Wealth Management.” — firm_official
- Parent company — Wells Fargo Advisors Financial Network (FiNet) (high)
- “MARK EDWARD SCHULTEN - Broker at WELLS FARGO ADVISORS FINANCIAL NETWORK” — sec_finra_regulatory
- “TSG Wealth Management | Wells Fargo Advisors Financial Network” — forbes_shook
- Firm type — ibd_rep (high)
- “MARK EDWARD SCHULTEN CRD# 1879841” — sec_finra_regulatory
- “In 1992, along with his father, Warren Schulten, Founder, Mark founded The Schulten Group. In 2019, he and his team rebranded and expanded their operation into what is now TSG Wealth Management.” — firm_official
- Team name — TSG Wealth Management (high)
- “Mark Schulten, CFP® Managing Partner” — firm_official
- Team size — 150 (medium)
- “Over 1,000 Years* Combined Experience In Investment Planning” — firm_official
- CRD — 1879841 (high)
- “MARK EDWARD SCHULTEN CRD# 1879841” — sec_finra_regulatory
- Years experience — 42 (high)
- “Since 1984, TSG Wealth Management’s Managing Partner, Mark Schulten, has been assisting high net worth investors in reaching their financial goals¹.” — firm_official
- Designations — CFP (high)
- “Mark graduated from UCLA with a degree in economics and obtained his CERTIFIED FINANCIAL PLANNER® certification from the University of Denver in 1990.” — firm_official
Book of business
- Team AUM ($M) — 16000 (high)
- “Team Assets (Custodied): $16B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum Account Size for New Business: $1M” — forbes_shook
- Typical client net worth ($M) — 7.5 (high)
- “Typical Net Worth of Relationships: $5-10M” — forbes_shook
- Client niche — high net worth individuals and families; wealth, tax-efficient and estate investment planning (high)
- “Since 1984, TSG Wealth Management’s Managing Partner, Mark Schulten, has been assisting high net worth investors in reaching their financial goals¹.” — firm_official
- “has specialized in wealth planning, tax efficient planning and estate investment planning, helping to guide high-net-worth individuals and families toward their financial goals” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “MARK EDWARD SCHULTEN - Broker at WELLS FARGO ADVISORS FINANCIAL NETWORK” — sec_finra_regulatory
Positioning & marketing
- Website url — https://tsgwm.com/about/mark-schulten/ (high)
- “Mark Schulten, CFP® Managing Partner 775-339-9801” — firm_official
- Value proposition (verbatim) — We believe the TSG Wealth Management difference lies in our dedication to quality and our disciplined approach to your wealth management and investments. We take pride in building relationships with our clients and their families first, so we can better understand your needs today and in the future. (high)
- “We believe the TSG Wealth Management difference lies in our dedication to quality and our disciplined approach to your wealth management and investments. We take pride in building relationships with our clients and their” — firm_official
- “Mark has brought together a dynamic and successful team that is committed to providing an environment that fosters lifelong relationships and exceptional client service.” — firm_official
- Differentiators — Over 1,000 years combined team experience in investment planning, Client interests placed above all — founding principle, Disciplined approach and dedication to quality, Lifelong, multigenerational family relationships, Independent FiNet practice with 150+ professionals across 25+ western US offices (high)
- “Over 1,000 Years* Combined Experience In Investment Planning” — firm_official
- “We believe the TSG Wealth Management difference lies in our dedication to quality and our disciplined approach to your wealth management and investments.” — firm_official
- Content marketing — active (high)
- “From Bend to Bellevue: TSG Establishes Its Pacific Northwest Presence” — firm_official
- Has podcast — no (medium)
- “Mark Schulten Archives | TSG Wealth Management” — firm_official
- Books published — 0 (medium)
- “Since 1984, TSG Wealth Management’s Managing Partner, Mark Schulten, has been assisting high net worth investors in reaching their financial goals¹.” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — linkedin_active (medium)
- Press awards — Barron's Top 100 Independent Advisors, 2015-2024, Barron's Top 1,500 Financial Advisors, ranked #9 (2026), Wells Fargo Advisors Financial Network Platinum Council, Diamond level (2025), Barron's Top 100 Financial Advisors / #1 in Southern California, 2009-2019 (high)
- “Mark has received many accolades from 2015-2024 as one of Barron’s Top 100 Independent Advisors², from 2016-2026 in Forbes Top 250 Wealth Advisors³, and in 2026 was ranked #9 on Barron’s Top 1,500 Financial Advisors⁴.” — firm_official
- “Mark Schulten and Allen Schreiber Earn Diamond-Level Recognition from Wells Fargo Advisors’ 2025 Platinum Council” — firm_official
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://tsgwm.com/wp-content/uploads/2026/07/tsg-wealth-management.webp (high)
- Visual brand notes — Navy-and-white corporate palette, clean modern sans-serif, bold-weight headers; dark footer with reversed white logo; professional studio headshots and western-US office/location imagery. (medium)
