Tate Wealth Management
● SEC registered since 2005CRD 120938SEC# 801-63712Sacramento, CA
Reg. AUM
$293.4M
Employees
4
Accounts
396
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 $293.4 million in regulatory assets under management and employs 4 people.
Tate Wealth Management owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Robert Tate Control | President/Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Tate Wealth Management manage?
Tate Wealth Management reports $293.4 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
| Address | 1545 River Park Drive, Suite 375, Sacramento, CA 95815-4614 |
| Phone | (916) 929-1006 |
| Fax | 916-929-0879 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$293.4M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$293.4Mregulatory AUM
Discretionary $293.4M