Tate Private Wealth Advisers

RIASEC Registered

Total AUM

$293M

Discretionary

$293M

100% of AUM

Avg account

$741K

Accounts

396

Employees

Advisory reps

Firm details

Headquarters: Sacramento, California
CRD number: 120938
Registered since: January 3, 2005
Website: www.tategrp.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI66.57%
Corporations / Businesses16.55%
Pension & Profit Sharing Plans7.35%
Individuals6.95%
Charitable Organizations2.58%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tate Private Wealth Advisers is an independent, privately owned registered investment adviser that has been SEC registered since 2005. The firm operates as a capital allocator and provides fee-based investment advisory services to high-net-worth individuals, families and select institutional clients. Its advisory offering emphasizes discretionary portfolio management for individuals and small businesses and includes the selection and oversight of third‑party managers. Tate charges both percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor, and it lists accounting industry affiliations among its professional relationships.