TATE WEALTH MANAGEMENT

TATE PRIVATE WEALTH ADVISERS
SACRAMENTO, California·2 registered advisors·CRD# 120938
SEC# 801-637120916-678-7674
01

Firm Overview

AUM
$259M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at TATE WEALTH MANAGEMENT

2 registered advisors
Michael Robert Tate
SACRAMENTO, California
Robert Lee Tate
SACRAMENTO, California
05

Office Locations

SACRAMENTO, California
2 advisors

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Data sourced from SEC Form ADV filings. TATE WEALTH MANAGEMENT (CRD# 120938) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.