"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"

Legal name: ACAS, LLC

CRD 160657File 801-110370

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$393.4M

Below cohort median (national)

Discretionary AUM

$386.9M

Non-discretionary $6.4M

Clients

247

656 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Apr 24, 2017
Principal office: 5531 CANCHA DE GOLF, SUITE #105, RANCHO SANTA FE, CA, 92091
Phone: 888-500-9267
Website: https://www.pro-visionwealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $393.4M
Discretionary AUM: $386.9M
Non-discretionary AUM: $6.4M
Discretionary accounts: 643
Non-discretionary accounts: 13
Total accounts: 656
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	114	$287.8M
Banking or thrift institutions	Fewer than 5	$0
Pension and profit sharing plans	19	$45.8M
Individuals (other than high net worth individuals)	114	$34.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
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 17, 2026	Clients	256	247
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.