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Tyler Schlumpf, CFA

Partner, Senior Portfolio Manager

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Years of Experience:

19 years

Educational Background

B.S., Finance from San Diego State University

Designations/Certifications/Classes

Chartered Financial Analyst (CFA), CFA Institute, 2011
Series 65 – Uniform Investment Adviser

Community Involvement

Other Notable Information

Tyler focuses on helping his clients build customized and individual portfolios based on their unique goals. He has particular expertise in working with business owners, high/ultra-high-net worth families and individuals who are experiencing liquidity events or an inheritance. He’s also an active member in the community. He served on a number of boards, including the CFA Society of Phoenix and the CFA Institute Research Challenge, and mentored students through the Aztec Mentor Program at San Diego State University. Most recently, he served on the board of College Possible Omaha, which helps first-generation college students navigate the university system.
Personally, Tyler has been married for over 15 years to his wife, Alicia and they have three boys. He is also an advocate for Autism awareness/therapy, enjoys cooking, fishing with his family and visiting the beach.

Investment Advisory Services offered through Private Wealth Asset Management
1901 Howard Street, Suite 312 Omaha, Nebraska 68102
www.privatewealth.com

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Private capital and pre-IPO investments are not registered with the Securities and Exchange Commission or any state securities regulator. These investments are generally considered to be long-term, illiquid investments which sometimes carry minimum holding periods and a market for sale or liquidation may not be readily available. Liquidation prior to the end of an investment term generally yields less than originally invested. These investments are subject to special suitability requirements and screening. This process may result in you not being selected as an investor.

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Private Wealth provides some of these services directly. In cases where it does not, Private Wealth will collaborate with outside service providers to create solutions for the client. Services provided by PW are described in Form ADV Part 2A and the client’s Financial Services Agreement. In the event Private Wealth uses other providers, the client will pay that provider directly. This is in addition to any advisory fees the client pays to PW. PW may have pre-existing business relationships with selected service providers; PW does not receive any referral fees, percentages of payments by clients to service producers, or any other form of compensation associated with selection of a particular service provider.

The Forbes Top RIA Firms 2024 rankings (as of 03/31/2024, published October, 2024), provided by SHOOK®Research, LLC. are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.  Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.

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