Tate Private Wealth Advisers

Tate Private Wealth Advisers (CRD# 120938) is a financial advisory firm headquartered in Sacramento, CA. They manage $264,171,178 in 343 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    264
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $770,178
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NH

Financial Advisors at Tate Private Wealth Advisers
Showing 1 - 3 of 3 top financial advisors.
1
Michael R. Tate
CRD#: 2640834
1545 River Park Drive, Suite 375, Sacramento, CA 95815
93
Wealthminder
score

Michael Tate (CRD# 2640834) is an Investment Advisor Representative working at Tate Private Wealth Advisers in Sacramento, CA and has over 12 years of experience in the finance industry.

2
Robert L. Tate
CRD#: 4885503
1545 River Park Drive, Suite 375, Sacramento, CA 95815
93
Wealthminder
score

Robert Tate (CRD# 4885503) is an Investment Advisor Representative working at Tate Private Wealth Advisers in Sacramento, CA and has over 17 years of experience in the finance industry.

3
George E. Olveda
CRD#: 6098024
1545 River Park Drive, Suite 375, Sacramento, CA 95815
90
Wealthminder
score

George Olveda (CRD# 6098024) is an Investment Advisor Representative working at Tate Private Wealth Advisers in Sacramento, CA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.