George
Olveda
Tate Private Wealth Advisers
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About this Advisor
George Olveda is a financial advisor working in Sacramento, California, with 11 years of relevant experience. Olveda is currently employed by Tate Private Wealth Advisers. They have spent the entirety of their employment at Tate Private Wealth Advisers. Olveda has a Series 65 license, designating them as an investment advisor representative, and is approved to operate in California. Tate Private Wealth Advisers is a registered investment business based out of Sacramento, CA. It handles $233 million in total assets between its 418 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to three charitable organizations. Of its 418 customer accounts, 31% are held by high-net-worth investors who have more than $1 million in investable assets. Tate Private Wealth Advisers offers portfolio management for individuals and small businesses. Fees for financial advice are based on which services the firm provides the client. However, fee types billed by Tate Private Wealth Advisers most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tate Private Wealth Advisers Brokerage Details
$233,271,332
5
418
$558,065
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Disclosures
Please visit the SEC profile of George Olveda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tate Private Wealth Advisers
Sacramento, CA
Sacramento, CA
Sacramento, CA
Sacramento, CA
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