$293.4M Total AUM
$293.4M Disc. AUM
7.9% 3Y CAGR
4 Employees
145 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-02-2000
- Office Locations
- 1
Office Locations
1545 River Park Drive, Suite 375 Sacramento CA
About Tate Private Wealth Advisers
Tate Private Wealth Advisers is a specialized CPA firm providing wealth management alongside tax consulting, preparation, and compliance for high-net-worth individuals and families. The team combines accounting and portfolio management to deliver tax-efficient investment strategies and coordinated planning. Public data indicates ETF-heavy managed accounts, with custody commonly at Schwab and Fidelity.
Team overview
49 AVG AGE
$97.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
19.4 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
M
MICHAEL ROBERT TATE
Chief Compliance Officer, President, Principal
- CRD
- #2640834
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $293,356,007 | $740,798 |
| Non-Discretionary | $0 | -- |
| Total | $293,356,007 | $740,798 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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