SEC Form ADV

TATE PRIVATE WEALTH ADVISERS

Registered Investment AdviserCA
$293.4M
Assets Under Management
396
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-120938
Location
SACRAMENTO, CA
Filing Date
April 24, 2026
AUM
$293.4M
Total Clients
396
Amendment
No

About this Adviser

TATE PRIVATE WEALTH ADVISERS is a registered investment adviser headquartered in SACRAMENTO, CA, managing approximately $293.4M in assets across 396 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.