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"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
ACAS, LLC
CRD 160657 · SEC 801-110370
5531 CANCHA DE GOLF, SUITE #105, RANCHO SANTA FE, CA, 92091, United States
Phone
888-500-9267
Fax
858-461-6151
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$393.4M
Discretionary AUM
$386.9M
Team
5 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $34.3M |
| High net worth individuals | 114 | $287.8M |
| Pension/profit sharing plans | 19 | $45.8M |
States served
CA, NY, UT, TX, HI
All web addresses on file
Official SEC filing: View on IAPD