What departments does TSG Wealth Management have?

TSG Wealth Management has employees across 1 departments including Analytics.

What is the largest department at TSG Wealth Management?

The largest department at TSG Wealth Management is Analytics with 2 employees.

Where are TSG Wealth Management employees located globally?

TSG Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has TSG Wealth Management's team size changed over time?

TSG Wealth Management's team has grown from approximately 82 to 85 employees based on available data.

TSG Wealth Management Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

TSG Wealth Management is a mid-sized financial services firm based in Long Beach, California. It emphasizes prioritizing clients' interests and developing customized investment programs after taking time to understand each client's financial concerns. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, a registered broker-dealer and affiliate of Wells Fargo & Company, with other entities referenced as separate from WFAFN.

The firm focuses on building long-term relationships with clients and their families to anticipate changing circumstances and adjust investment strategies accordingly. In 2026 the firm expanded with a Bellevue, Washington office, signaling growth and the addition of managing directors to broaden its geographic reach.

TSG Wealth Management Global Highlights

North America
122

United States Of America
122

TSG Wealth Management's Leadership

W. S.
Founder
Mobile Phone
Email
A. D.
Vice President
Mobile Phone
Email
F. K.
Vice President
Mobile Phone
Email
J. L.
Client Performance Analyst, Vice President
Mobile Phone
Email
J. B.
Director Of Employee Advancement
Mobile Phone
Email
T. B.
Managing Director
Mobile Phone
Email
J. L.
Managing Director
Mobile Phone
Email
T. H.
Managing Director
Mobile Phone
Email

TSG Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Education
Finance
Accounting
Other

Contact profiles from TSG Wealth Management

Name

Title

Contact Info

Location

Last Update

B. W.
Investment Analyst
Mobile Phone
Email
Bay
Jun 27, 2026
A. F.
Wealth Management Intern
Mobile Phone
Email
United StatesOklahoma
Apr 14, 2026
G. M.
Trading Associate
Mobile Phone
Email
United StatesArizona
May 31, 2026
G. T.
Registered Client Associate
Mobile Phone
Email
United States
Jun 27, 2026
D. S.
Wealth Management Intern
Mobile Phone
Email
United StatesArizona
Jun 28, 2026
M. C.
Registered Client Associate At Tsg Wealth Management
Mobile Phone
Email
United StatesArizona
Mar 25, 2026
T. F.
Client Associate
Mobile Phone
Email
Apr 15, 2026
C. S.
Registered Client Associate
Mobile Phone
Email
United States
May 31, 2026

Frequently Asked Questions

What is TSG Wealth Management known for?

TSG Wealth Management was founded in 1965 operates in the Financial Services industry. The company's main headquarters is located in 6460 East Pacific Coast Highway Suite 223 Long Beach, California 90803 United States. Explore TSG Wealth Management's company overview page for more information.

What is TSG Wealth Management's most common email format?

TSG Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TSG Wealth Management email formats with LeadIQ.

How many employees does TSG Wealth Management have currently?

TSG Wealth Management has approximately 89 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are TSG Wealth Management's key employees and leadership?

As of June 2026, TSG Wealth Management's key employees include:

Founder: W. S.
Vice President: A. D.
Vice President: F. K.
Client Performance Analyst, Vice President: J. L.
Director Of Employee Advancement: J. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

TSG Wealth Management Employee Directory

Find TSG Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead