# TATE WEALTH MANAGEMENT

TATE WEALTH MANAGEMENT of SACRAMENTO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 120938
- Type: SEC-registered investment adviser
- SEC file number: 801-63712
- Location: 1545 RIVER PARK DRIVE, SUITE 375, SACRAMENTO, CA, 95815-4614
- Phone: (916) 929-1006
- Latest filing: 2026-04-24
- Regulatory AUM: $293.4M
- Discretionary AUM: $293.4M
- Clients: 4
- Accounts: 396

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Michael Robert Tate | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| TATE ROBERT LEE | PRESIDENT; VICE PRESIDENT | — |
| BEGGS MICHAEL JOHN | VICE PRESIDENT; VP | — |
| PROPP THOMAS EDWIN | CFO; CHIEF FINANCIAL OFFICER | — |
| SUGIMOTO RALPH TAKAO | SECRETARY | — |
| CHRISTENSEN DEBBI JEANNE | MANAGING DIRECTOR; SHAREHOLDER | — |
| CANIGLIA MARY JANE | CCO; CHIEF COMPLIANCE OFFICER | — |
| TATE MICHAEL ROBERT | PRESIDENT/CHIEF COMPLIANCE OFFICER; PRINCIPAL; SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120938/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120938/similar
- Related entities: https://search.stillhousedata.com/firm/120938/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120938

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.