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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TATE, MICHAEL, ROBERT | I | PRINCIPAL | NA | Control |
| TATE, MICHAEL, ROBERT | I | PRINCIPAL | NA | Control |
| TATE, MICHAEL, ROBERT | I | SHAREHOLDER | NA | Control |
| TATE, MICHAEL, ROBERT | I | PRINCIPAL | NA | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TATE, MICHAEL, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | D | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | D | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | D | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | D | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | D | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | D | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | D | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | D | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | D | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | D | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | D | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | C | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | C | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | C | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | C | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | C | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | C | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | C | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | C | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | C | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | C | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | C | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | C | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | C | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | C | Control |
| TATE, ROBERT, LEE | I | VICE PRESIDENT | C | Control |
| BEGGS, MICHAEL, JOHN | I | VP | B | Control |
| BEGGS, MICHAEL, JOHN | I | VP | B | Control |
| BEGGS, MICHAEL, JOHN | I | VICE PRESIDENT | B | Control |
| BEGGS, MICHAEL, JOHN | I | VP | B | Control |
| PROPP, THOMAS, EDWIN | I | CFO | B | Control |
| PROPP, THOMAS, EDWIN | I | CFO | B | Control |
| PROPP, THOMAS, EDWIN | I | CHIEF FINANCIAL OFFICER | B | Control |
| PROPP, THOMAS, EDWIN | I | CFO | B | Control |
| SUGIMOTO, RALPH, TAKAO | I | SECRETARY | B | Control |
| SUGIMOTO, RALPH, TAKAO | I | SECRETARY | B | Control |
| SUGIMOTO, RALPH, TAKAO | I | SECRETARY | B | Control |
| SUGIMOTO, RALPH, TAKAO | I | SECRETARY | B | Control |
| TATE, ROBERT, LEE | I | PRESIDENT | B | Control |
| TATE, ROBERT, LEE | I | PRESIDENT | B | Control |
| TATE, ROBERT, LEE | I | PRESIDENT | B | Control |
| TATE, ROBERT, LEE | I | PRESIDENT | B | Control |
| CANIGLIA, MARY, JANE | I | CCO | A | Control |
| CANIGLIA, MARY, JANE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| CANIGLIA, MARY, JANE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| CANIGLIA, MARY, JANE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| CHRISTENSEN, DEBBI, JEANNE | I | SHAREHOLDER | A | Control |
| CHRISTENSEN, DEBBI, JEANNE | I | SHAREHOLDER | A | Control |
| CHRISTENSEN, DEBBI, JEANNE | I | MANAGING DIRECTOR | A | Control |
| CHRISTENSEN, DEBBI, JEANNE | I | SHAREHOLDER | A | Control |
Registrations
Federal
IA
Mar 29, 2025 REGISTERED
Notice Filings (2)
CA NH
Address
1545 RIVER PARK DRIVESUITE 375
SACRAMENTO, CA 95815-4614
United States
Phone: 916-678-7674