Lawrence Edward Palme
Investment adviser representative at "tate Asset Management" and "dco Wealth Management"
18 yearsExperience
1 stateRegistered in
$393.4MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- "tate Asset Management" and "dco Wealth Management"Jan 2026 to now
- Tate Asset ManagementJan 2016 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jan 2017
- Morgan Stanley Smith BarneyJun 2009 to Jan 2017
- Morgan Stanley & Co. IncorporatedSep 2008 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
"tate Asset Management" and "dco Wealth Management"
Legal name: Acas, LLC
$393.4MAssets managed
256Clients
4Advisers
9 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
- 2976241
- Firm CRD
- 160657