Tate Wealth Management


Assets, Funds, Holdings

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Tate Wealth Management
CRD #120938
SEC #801-63712
AUM $283.5 MM (100% Disc, 100% US)
Employees3 (100% Investors, 0% Brokers)
Address1545 River Park Drive
Sacramento, CA 95815-4614
Source [IAPD] [Website]
Total AUM ($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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