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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Radial crestAtlas
- Established Date
- 11-17-2021
- Office Locations
- 1
Office Locations
About Avere Wealth Management, LLC
Avere Wealth Management is an Atlanta-based boutique RIA led by founder Alleson Tate. The firm delivers holistic financial planning paired with customized investment advice and bespoke tax strategies for high-earning entrepreneurs and “impact makers” seeking clarity on cash flow, benefits, and family obligations. Portfolios are primarily implemented with ETFs, and onboarding includes a financial persona quiz to tailor recommendations.
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Owner & Executives
ALLESON DIANE TATE
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #5861157
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,449,100 | -- |
| Non-Discretionary | $7,314,981 | -- |
| Total | $12,764,081 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,764,081
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,053,462,841 | 25.5% |
| Municipal Bonds | $1,222,843,141 | 29.6% |
| Public Funds | $1,854,920,845 | 44.9% |
| Total | $4,131,226,827 | 100.0% |