Overview
Assets Under Management: $259 million
Headquarters: SACRAMENTO, CA
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Frequently Asked Questions
TATE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120938), TATE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
TATE WEALTH MANAGEMENT is headquartered in SACRAMENTO, CA.
TATE WEALTH MANAGEMENT serves 60 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, TATE WEALTH MANAGEMENT offers portfolio management for individuals. View all service details ↓
TATE WEALTH MANAGEMENT manages $259 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, TATE WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.35
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 527
Discretionary Accounts: 527
Regulatory Filings
CRD Number: 120938
Last Filing Date: 2024-03-27 00:00:00
Website: https://tateadvisers.com