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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 42.7% is discretionary and 57.3% is non-discretionary.
The firm reports 1 advisory representatives and 48 clients, or 48 clients per representative. That equates to $265.9K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
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- Platform
- Services
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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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No AUM history available
| 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
SMA allocation detail is available
Avere Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.