# Tate Private Wealth Advisers

Tate Private Wealth Advisers is a Registered Investment Adviser.

## Overview

- **Organization type:** Registered Investment Adviser
- **Region:** North America
- **Assets under management:** $293.4M regulatory AUM (Form ADV, April 2026)

## Regulatory record

- **CRD number:** 120938
- **SEC file number:** 801-63712
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-24
- **Reports private funds:** No

## About

Tate Private Wealth Advisers is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 120938, SEC file 801-63712). Its main office is in Sacramento, California. Its Form ADV filed on 24 April 2026 reports $293,356,007 in regulatory assets under management across 396 accounts.

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Updated: 2026-10-17T15:46:29.948Z

Canonical page: https://altss.com/profile/tate-private-wealth-advisers

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