Tate Wealth Management

Tate Wealth Management (CRD# 138803) is a financial advisory firm headquartered in , . They manage $11,840,478 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.


Financial Advisors at Tate Wealth Management
Showing 1 - 1 of 1 top financial advisors.
James F. Tate
CRD#: 2490422
16575 Moneta Rd, Moneta, VA 24121

James Tate (CRD# 2490422) is an Investment Advisor Representative working at Tate Wealth Management in Moneta, VA and has over 24 years of experience in the finance industry. James Tate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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