Data / Investment advisers / California / Tate Private Wealth Advisers
Tate Private Wealth Advisers, Sacramento, CA: $293 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Tate Private Wealth Advisers is an SEC registered investment adviser with its main office in Sacramento, California and reports $293 million in regulatory assets under management in its Form ADV filed April 24, 2026. Its clients include high net worth individuals, corporations and other businesses and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Tate Private Wealth Advisers (CRD number 120938): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 120938
- SEC file number
- 801-63712
- SEC status
- Approved, effective January 3, 2005
- Legal name
- Tate Wealth Management
- Main office
- 1545 River Park Drive Suite 375, Sacramento, CA 95815
- Phone
- (916) 929-1006
- Website
- tategrp.com
- Regulatory AUM
- $293,356,007 in the Form ADV filed April 24, 2026
- Discretionary AUM
- $293,356,007
- Accounts
- 396
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 72 | $195.3 million |
| Corporations or other businesses | 10 | $48.5 million |
| Pension and profit sharing plans | 5 | $21.5 million |
| Individuals (other than high net worth individuals) | 56 | $20.4 million |
| Charitable organizations | 2 | $7.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $293.4 million | March 27, 2026 |
| December 1, 2025 | $288.5 million | March 29, 2025 |
Other advisers in Sacramento
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Towerpoint Wealth, LLC | Sacramento | $561.3 million | Not listed | adviserinfo.sec.gov |
| Adams Ashby Financial Advisors | Sacramento | $479.8 million | Not listed | adviserinfo.sec.gov |
| True Wave Financial Planners | Sacramento | $456.5 million | Not listed | adviserinfo.sec.gov |
| Boyd Wealth Management, LLC | Sacramento | $409.8 million | Not listed | adviserinfo.sec.gov |
| Avisen Advisors, LLC | Sacramento | $389 million | Not listed | adviserinfo.sec.gov |
| Decamilla Capital Management LLC | Sacramento | $162.9 million | Not listed | adviserinfo.sec.gov |
| Every Securities LLC | Sacramento | $122.7 million | Not listed | adviserinfo.sec.gov |
| Twin Rivers Wealth Management | Sacramento | $121.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Sacramento, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Tate Private Wealth Advisers on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.