"tate Asset Management" And "dco Wealth Management"
"tate Asset Management" And "dco Wealth Management" is an SEC-registered wealth manager in Rancho Santa Fe, CA with $393.4M assets under management (AUM, regulatory AUM), +22% over one year. See who owns "tate Asset Management" And "dco Wealth Management": ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160657, SEC 801-110370, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $393.4M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Rancho Santa Fe, CA
- Employees
- 5
- Clients
- 256
- CRD
- 160657
- Ownership
- TATE ASSET MANAGEMENT, INC.; TATE, CHRISTOPHER, ALAN; OSGOOD, DANIEL, CRAIG; DCO WEALTH MANAGEMENT, INC.
How much AUM does "tate Asset Management" And "dco Wealth Management" have?
"tate Asset Management" And "dco Wealth Management" reported $393.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns "tate Asset Management" And "dco Wealth Management"?
Disclosed owners and executives of "tate Asset Management" And "dco Wealth Management" include TATE ASSET MANAGEMENT, INC., TATE, CHRISTOPHER, ALAN, OSGOOD, DANIEL, CRAIG, DCO WEALTH MANAGEMENT, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.