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| Happy Holidays!! thanks for using AUM13F!! |
| Tate Wealth Management
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|---|---|
| CRD # | 120938 |
| SEC # | 801-63712 |
| CIK # | |
| AUM | $288.5 M (2025-03-29) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 916-678-7674 |
| Address | 1545 River Park Drive Sacramento, CA 95815-4614 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 41.2 |
| (b) Individuals (high net worth individuals) | 60 | 159.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 22.3 |
| (h) Charitable organizations | 3 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 62.2 |
| (n) Other | 0 | 0.0 |
| Total | 442 | 288.5 |
| By Discretionary | ||
| Discretionary | 442 | 288.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 442 | 288.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 288.5 | |
| Total | 442 | 288.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beacon Financial Advisors Ltd
✚
|
TX | 0.3 |
|
Schuchard Capital Management Inc
✚
|
0.3 | |
|
Maxwell Wealth Strategies Inc
✚
|
CA | 0.3 |
|
Coordinated Financial Planning Corp
✚
|
OH | 0.3 |
|
New Perspectives Inc
✚
|
MS | 0.3 |
|
Orser Capital Management LLC
✚
|
TX | 0.3 |
|
Siebert Advisornxt LLC
✚
|
NY | 0.3 |
|
Intrinsic Wealth Counsel Inc
✚
|
AZ | 0.3 |
|
OMC Financial Services Ltd
✚
|
NY | 0.3 |
|
Belvoir Wealth Management AG
✚
|
0.3 |