Tate Wealth Management

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Regulatory AUM vs AUM

Type	Result	AUM ($BB)

Tate Wealth Management ✚
CRD #	120938
SEC #	801-63712
CIK #
AUM	$283.5 MM (100% Disc, 100% US)
Employees	3 (100% Investors, 0% Brokers)
Phone	916-678-7674
Address	1545 River Park Drive Sacramento, CA 95815-4614
Source	[IAPD] [Website]

Total AUM ($MM)

Comparable Firms	State	AUM ($BB)
Systematic Alpha Investments LLC ✚	NJ	0.3
Essex LLC ✚	IL	0.3
Authent Advisors Inc ✚	CA	0.3
AZ Apice Capital Management LLC ✚	FL	0.3
Carolina Capital Consulting Inc ✚	NC	0.3
Marlcroft Asset Management LLC ✚	NY	0.3
Fee-Only Financial Planning LC ✚	VA	0.3
Equitrust Financial Group Ltd ✚	IL	0.3
Capitalrock Financial LLC ✚	FL	0.3
Mkraus & Company ✚	VT	0.3

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