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TATE PRIVATE WEALTH ADVISERS
TATE WEALTH MANAGEMENT
CRD 120938 · SEC 801-63712
1545 RIVER PARK DRIVE, SUITE 375, SACRAMENTO, CA, 95815-4614, United States
Phone
(916) 929-1006
Fax
916-929-0879
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$293.4M
Discretionary AUM
$293.4M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-24
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $20.4M |
| High net worth individuals | 72 | $195.3M |
| Pension/profit sharing plans | 5 | $21.5M |
| Charitable organizations | 2 | $7.6M |
| Corporations/business entities | 10 | $48.5M |
States served
CA, NH
All web addresses on file
Official SEC filing: View on IAPD