Michael Robert Tate
Investment adviser representative at Tate Private Wealth Advisers
27 yearsExperience
1 stateRegistered in
PFSDesignation
$293.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Tate Private Wealth AdvisersJan 2025 to now
- Diversified Fund AdvisorsFeb 2008 to now
- Tate Wealth ManagementJan 2005 to now
- Tate, Propp, Beggs & SugimotoDec 1999 to now
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tate Private Wealth Advisers
Legal name: Tate Wealth Management
$293.4MAssets managed
145Clients
1Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2640834
- Firm CRD
- 120938