TATE WEALTH MANAGEMENT
Legal name: TATE PRIVATE WEALTH ADVISERS
CRD #120938 SEC #801-63712 SACRAMENTO, CA 916-678-7674
SEC Registered
Total AUM
$288.5M
Discretionary
$288.5M
Employees
4
Clients
--
Accounts
442
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $288.5M | $288.5M | $0 | 4 | 0 |
| Mar 2024 | $259.4M | $259.4M | $0 | 4 | 0 |
| Mar 2023 | $233.3M | $233.3M | $0 | 5 | 0 |
| Sep 2022 | $399.3M | $300.1M | $99.2M | 5 | 0 |
| Mar 2022 | $399.3M | $300.1M | $99.2M | 5 | 0 |
| Mar 2021 | $272.4M | $272.4M | $0 | 5 | 0 |
| Jun 2020 | $307.3M | $307.3M | $0 | 5 | 0 |
| Mar 2020 | $307.3M | $307.3M | $0 | 5 | 0 |
| Mar 2019 | $283.5M | $283.5M | $0 | 3 | 0 |
| Mar 2018 | $309M | $309M | $0 | 3 | 0 |
| Mar 2017 | $279.6M | $245.5M | $34.1M | 3 | 100 |
| Feb 2016 | $264.2M | $264.2M | $0 | 3 | 26 |
| Feb 2016 | $264.2M | $264.2M | $0 | 3 | 26 |
| Mar 2015 | $167.9M | $167.9M | $0 | 3 | 100 |
| Oct 2014 | $164.1M | $164.1M | $0 | 3 | 124 |
| Aug 2014 | $164.1M | $164.1M | $0 | 3 | 124 |
| Jul 2014 | $164.1M | $164.1M | $0 | 3 | 124 |
| Jun 2014 | $164.1M | $164.1M | $0 | 3 | 124 |
| Mar 2014 | $164.1M | $164.1M | $0 | 3 | 124 |
| Apr 2013 | $147.6M | $147.6M | $0 | 2 | 144 |
| Mar 2013 | $147.6M | $147.6M | $0 | 2 | 144 |
| May 2012 | $138.1M | $138.1M | $0 | 1 | 26 |
| Mar 2012 | $138.1M | $138.1M | $0 | 1 | 26 |
| Mar 2011 | $135.3M | $135.3M | $0 | 5 | -- |
| Sep 2010 | $68M | $68M | $0 | 5 | -- |
| Mar 2009 | $61.2M | $61.2M | $0 | 5 | -- |
| Mar 2007 | $53.9M | $53.9M | $0 | 5 | -- |
| Mar 2007 | $53.9M | $53.9M | $0 | -- | -- |
| Jan 2007 | $38.5M | $38.5M | $0 | -- | -- |
| Mar 2006 | $38.5M | $38.5M | $0 | -- | -- |
| Sep 2005 | $36.8M | $36.8M | $0 | -- | -- |
DateMar 2025
Total AUM$288.5M
Discretionary$288.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$259.4M
Discretionary$259.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$233.3M
Discretionary$233.3M
Non-Disc.$0
Employees5
Clients0
DateSep 2022
Total AUM$399.3M
Discretionary$300.1M
Non-Disc.$99.2M
Employees5
Clients0
DateMar 2022
Total AUM$399.3M
Discretionary$300.1M
Non-Disc.$99.2M
Employees5
Clients0
DateMar 2021
Total AUM$272.4M
Discretionary$272.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$307.3M
Discretionary$307.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$307.3M
Discretionary$307.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$283.5M
Discretionary$283.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$309M
Discretionary$309M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$279.6M
Discretionary$245.5M
Non-Disc.$34.1M
Employees3
Clients100
DateFeb 2016
Total AUM$264.2M
Discretionary$264.2M
Non-Disc.$0
Employees3
Clients26
DateFeb 2016
Total AUM$264.2M
Discretionary$264.2M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$167.9M
Discretionary$167.9M
Non-Disc.$0
Employees3
Clients100
DateOct 2014
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees3
Clients124
DateAug 2014
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees3
Clients124
DateJul 2014
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees3
Clients124
DateJun 2014
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees3
Clients124
DateMar 2014
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees3
Clients124
DateApr 2013
Total AUM$147.6M
Discretionary$147.6M
Non-Disc.$0
Employees2
Clients144
DateMar 2013
Total AUM$147.6M
Discretionary$147.6M
Non-Disc.$0
Employees2
Clients144
DateMay 2012
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$36.8M
Discretionary$36.8M
Non-Disc.$0
Employees--
Clients--