CRD: 160657
"Tate Asset Management" AND "DCO Wealth Management"
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-16-2012
- Office Locations
- 2
Office Locations
About "Tate Asset Management" AND "DCO Wealth Management"
Tate Asset Management / DCO Wealth Management provides retirement and wealth management advice, combining financial planning with portfolio construction and risk management plus estate strategy. The firm focuses on retirees and pre-retirees, working professionals, women, and small business owners. Public filings indicate a portfolio mix heavily using ETFs alongside fixed income and select alternative exposures, with Charles Schwab & Co. as a key custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER ALAN TATE
Managing Partner, President
- CRD
- #3241655
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DANIEL CRAIG OSGOOD
--
- CRD
- #2684112
LAWRENCE EDWARD PALME
--
- CRD
- #2976241
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,944,374 | $601,780 |
| Non-Discretionary | $6,441,830 | $495,525 |
| Total | $393,386,204 | $599,674 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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