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| Keyboard |
| Tate Wealth Management
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|---|---|
| CRD # | 120938 |
| SEC # | 801-63712 |
| CIK # | |
| AUM | 293.4 M (2026-04-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 916-929-1006 |
| 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) | 56 | 20.4 |
| (b) Individuals (high net worth individuals) | 72 | 195.3 |
| (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 | 5 | 21.5 |
| (h) Charitable organizations | 2 | 7.6 |
| (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 | 10 | 48.5 |
| (n) Other | 0 | 0.0 |
| Total | 396 | 293.4 |
| By Discretionary | ||
| Discretionary | 396 | 293.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 396 | 293.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 293.4 | |
| Total | 396 | 293.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
MDT Financial Advisors LLC
✚
|
TX | 294.0 M |
|
Sherwood Financial Partners LLC
✚
|
CA | 293.8 M |
|
Resolute Wealth Advisor Inc
✚
|
OH | 293.8 M |
|
Nuclo Wealth LLC
✚
|
TX | 293.7 M |
|
Trademark Financial Management LLC
✚
|
MN | 293.4 M |
|
Fiduciary Financial Partners LLC
✚
|
IL | 293.3 M |
|
Pelkonen and Associates LLC
✚
|
NY | 293.3 M |
|
Blueprint Partners LLC
✚
|
MI | 292.9 M |
|
Kilterhowling LLC
✚
|
CO | 292.9 M |
|
Hemming& Wealth Management Inc
✚
|
MI | 292.6 M |