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Michael Robert Tate

President/Chief Compliance OfficerTate Wealth ManagementCRD 2640834

About Michael Robert Tate

Michael Robert Tate is listed as President/Chief Compliance Officer at Tate Wealth Management in Sacramento, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Tate Wealth Management
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael Robert Tate work?

Michael Robert Tate is listed as President/Chief Compliance Officer at Tate Wealth Management on SEC Form ADV.

How much of Tate Wealth Management does Michael Robert Tate own?

Form ADV reports a beneficial ownership band of Over 75%.

Tate Wealth Management

TitlePresident/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2005
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