TATE WEALTH MANAGEMENT
Doing business as TATE PRIVATE WEALTH ADVISERS. SEC Form ADV profile.
Total regulatory AUM
$293,356,007
Discretionary
$293,356,007
Non-discretionary
$0
Firm details
- CRD number
- 120938
- SEC file number
- 801-63712
- Main office
- SACRAMENTO, CA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- http://tategrp.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.