Tate Private Wealth Advisers
Tate Private Wealth Advisers is an SEC-registered wealth manager in Sacramento, CA with $293.4M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Tate Private Wealth Advisers: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120938, SEC 801-63712, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $293.4M (2026-04-24)
- Firm type
- Wealth Manager
- Location
- Sacramento, CA
- Employees
- 4
- Clients
- 145
- CRD
- 120938
- Ownership
- BEGGS, MICHAEL, JOHN; PROPP, THOMAS, EDWIN; SUGIMOTO, RALPH, TAKAO; TATE, MICHAEL, ROBERT; TATE, ROBERT, LEE
How much AUM does Tate Private Wealth Advisers have?
Tate Private Wealth Advisers reported $293.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Tate Private Wealth Advisers?
Disclosed owners and executives of Tate Private Wealth Advisers include BEGGS, MICHAEL, JOHN, PROPP, THOMAS, EDWIN, SUGIMOTO, RALPH, TAKAO, TATE, MICHAEL, ROBERT, TATE, ROBERT, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.