TATE PRIVATE WEALTH ADVISERS

Legal name: TATE WEALTH MANAGEMENT

CRD 120938File 801-63712

APPROVED

Retail clients

Filing as of Apr 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$293.4M

Below cohort median (national)

Discretionary AUM

$293.4M

Clients

145

396 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Jan 3, 2005
Principal office: 1545 RIVER PARK DRIVE, SUITE 375, SACRAMENTO, CA, 95815-4614
Phone: (916) 929-1006
Website: http://tategrp.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $293.4M
Discretionary AUM: $293.4M
Non-discretionary AUM: $0
Discretionary accounts: 396
Non-discretionary accounts: 0
Total accounts: 396
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$48.5M
Charitable organizations	Fewer than 5	$7.6M
High net worth individuals	72	$195.3M
Pension and profit sharing plans	5	$21.5M
Individuals (other than high net worth individuals)	56	$20.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.