TSG Wealth Management
TL;DR
Lake Tahoe office of a multi-state firm. Nevada offices: 926 Incline Way, Suite 250, Incline Village, NV 89451.
$252 billion
Regulatory AUM
As of ADV filing 2026-10-07 (national parent)
466,575
Accounts / Clients
466,575 clients
Yes
Disclosures
Item 11 events (firm-wide)
SEC
Registration
SEC-registered
4,047
Team Size
employees, 2,366 advisory (national parent)
26 yrs
Years Registered
First registered 2000 (parent)
About TSG Wealth Management
Lake Tahoe office of a multi-state firm. Data below is its national broker-dealer platform, Wells Fargo Advisors Financial Network, not TSG itself.
Office: 926 Incline Way, Suite 250, Incline Village, NV 89451.
Best for: clients already inside the TSG and Wells Fargo platform
Fee model and designations stated on the guide
Brokerage fees
Form ADV data
CRD11025 (Wells Fargo Advisors Financial Network, LLC, national)
RegistrationSEC-registered
First registration2000
Regulatory AUM$252 billion
ADV filing date2026-10-07
Accounts466,575
Clients466,575 clients
Employees4,047
Advisory employees2,366
Fee modelBrokerage and advisory fees
MinimumNot disclosed
Disclosure events (Item 11)Yes, firm-wide
DesignationsNone named on the Incline Village page
The Form ADV figures above are for the national parent, Wells Fargo Advisors Financial Network, LLC, not the Nevada office alone.
Source: SEC Investment Adviser Public Disclosure, CRD 11025, as of ADV filing 2026-10-07, pulled October 10, 2026.
Ranked on ProCloser
- 8 Best Wealth Managers in Lake Tahoe and Incline Village: rank 8 of 8 (listed as TSG Wealth Management (Incline Village))
Client Reviews
No published reviews yet. Reviews publish once a firm has two or more verified founder reviews.