|
⚲
|
| Tate Wealth Management
✚
| |
|---|---|
| CRD # | 120938 |
| SEC # | 801-63712 |
| CIK # | |
| AUM | $259.4 MM (2024-03-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 916-678-7674 |
| Address | 1545 River Park Drive Sacramento, CA 95815-4614 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 35.8 |
| (b) Individuals (high net worth individuals) | 57 | 153.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 19.8 |
| (h) Charitable organizations | 4 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 47.9 |
| (n) Other | 0 | 0.0 |
| Total | 527 | 259.4 |
| By Discretionary | ||
| Discretionary | 527 | 259.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 527 | 259.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 259.4 | |
| Total | 527 | 259.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Taylor Securities Inc
✚
|
TN | 0.3 |
|
Letson Investment Management Inc
✚
|
GA | 0.3 |
|
Dover Advisors LLC
✚
|
VA | 0.3 |
|
Trisperity Advisors LLC
✚
|
TX | 0.3 |
|
Canopy 360 Wealth LLC
✚
|
FL | 0.3 |
|
GKV Capital Management Co Inc
✚
|
CA | 0.3 |
|
Miramontes Capital LLC
✚
|
CA | 0.3 |
|
BBJS Financial Advisors LLC
✚
|
WA | 0.3 |
|
Cannon Beach Consultants Inc
✚
|
CA | 0.3 |
|
V2 Financial Group LLC
✚
|
IL | 0.3 |