Tyler Schlumpf

Tyler Schlumpf is a Partner and Senior Portfolio Manager at Private Wealth Asset Management, LLC, based in Omaha, NE. In this role, he leads portfolio management and client investment strategy, focusing on creating highly customized portfolios for business owners, high-net-worth and ultra-high-net-worth families, and clients experiencing liquidity events or inheritances. He specializes in aligning individualized financial and estate plans with underlying investments, ensuring tailored solutions to complex financial needs.

Schlumpf has significant expertise in managing a diverse mix of asset classes, including equities, fixed income, real assets, and private capital. His investment approach emphasizes long-term success by selecting the right blend of traditional and alternative investments to match each client’s profile and objectives. His responsibilities include advising clients through major financial transitions and optimizing asset allocation across multiple sectors for wealth preservation and growth.

Prior to joining Private Wealth Asset Management in 2023, Schlumpf held leadership positions such as Vice President and Senior Investment Strategist at Wells Fargo Private Bank and Financial Consultant at Wells Fargo Advisors. He began his career as a portfolio analyst at Vanguard and portfolio manager at Northern Trust Corporation. Schlumpf holds a BS in Finance from San Diego State University and the Chartered Financial Analyst (CFA) designation. He is recognized for his mentoring and community involvement with the CFA Institute and has contributed to industry education and advocacy through roles with CFA Society of Phoenix and the Aztec Mentor Program.