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 13 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 18 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 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.