TATE WEALTH MANAGEMENT
SEC file number 801-63712
· SACRAMENTO, CA
https://tate.org.uk ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$259.4M
Discretionary AUM
$259.4M
Employees
4
Clients
—
Firm
- Address
- 1545 RIVER PARK DRIVE
SACRAMENTO, CA 95815-4614 - Phone
- —
- Website
- https://tate.org.uk
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
- Private Wealth Asset Management, LLC Medium name-match confidence · CIK 1883006 · NE
- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
- Highwater Wealth Management LLC\DE Medium name-match confidence · CIK 2139770 · CA
- ARCADIA WEALTH MANAGEMENT LLC\GA Medium name-match confidence · CIK 2132232 · GA
- US Wealth Management Ventures, LLC Medium name-match confidence · CIK 1993605 · NY
- Everwise Private Wealth Management Ltd. Medium name-match confidence · CIK 2097166 · CO
- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
- WebFX Management Holdings, LLC Medium name-match confidence · CIK 1913207 · NY
- Serif Health Management, Inc. Medium name-match confidence · CIK 1926833 · CA
- TAKUMI CAPITAL MANAGEMENT, LP Medium name-match confidence · CIK 1623458 · NY
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Serif Health Management, Inc. · D · Aug 25, 2026$5.6M
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Private Wealth Asset Management, LLC · D · Aug 21, 2026$5.7M
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TAKUMI CAPITAL MANAGEMENT, LP · D/A · Jul 17, 2026
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Highwater Wealth Management LLC\DE · D · Jun 24, 2026
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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ARCADIA WEALTH MANAGEMENT LLC\GA · D · Apr 29, 2026
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WebFX Management Holdings, LLC · D/A · Mar 9, 2026
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
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Strata Solas Wealth Management LLC · D · Jan 20, 2026
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US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
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Everwise Private Wealth Management Ltd. · D · Nov 19, 2025
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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TAKUMI CAPITAL MANAGEMENT, LP · D/A · Jul 18, 2025
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WebFX Management Holdings, LLC · D/A · Mar 7, 2025
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M