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Tate Wealth Management

● SEC registered since 2005CRD 120938SEC# 801-63712Sacramento, CA
Export (members)
Reg. AUM
$288.5M
Employees
4
Accounts
442
Location
Sacramento, CA

Tate Wealth Management assets under management

Tate Wealth Management operates as an SEC-registered investment adviser based in Sacramento, CA. The firm has been registered since 2005. It reports $288.5 million in regulatory assets under management and employs 4 people.
tategrp.comView on SEC.gov ↗

Tate Wealth Management owners & executives

1 reported
NameTitleOwnershipSince
Michael Robert Tate ControlPresident/Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Tate Wealth Management manage?

Tate Wealth Management reports $288.5 million in regulatory assets under management on its Form ADV.

How many employees does Tate Wealth Management have?

Tate Wealth Management reports 4 employees.

Where is Tate Wealth Management located?

Tate Wealth Management is based in Sacramento, CA and has been SEC-registered since 2005.

Does Tate Wealth Management disclose fund performance?

Tate Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1545 River Park Drive, Suite 375, Sacramento, CA 95815-4614
Phone(916) 929-1006
Fax916-929-0879
Office hours8:00a.m. To 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$288.5M
Non-discretionary$0
Total (RAUM)$288.5M