Tate Private Wealth Advisers is an SEC registered investment adviser organized as a corporation with a primary office location in Sacramento, CA. Its latest Form ADV filing, dated April 24, 2026, reports $293M in regulatory assets under management, 4 employees, and 396 accounts.
Assets Under Management
$293M
Employees
4
Offices
--
Total Clients
145
Primary office
SACRAMENTO, CA
1545 RIVER PARK DRIVE, SUITE 375, SACRAMENTO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.7% of total clients.
Top client categories% of clientsClients
1
HNWI
49.7%
72
2
Individuals
38.6%
56
3
Corporations
6.9%
10
4
Pension Plans
3.4%
5
5
Charitable
1.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$293Mas of April 24, 2026
Discretionary100.0%
$293M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$293M
Total Accounts396
10Y AUM Change+$14M (+4.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee36:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.