This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$393MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$387M

Private client RAUM

$322MderivedItem 5.D individuals plus high net worth individuals

Private client share

82%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$98.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

656

Individual clients

114

High net worth clients

114

SEC number

801-110370

CRD

160657

Filings on the tape

31

First filed

May 31, 2012

Latest filed

Mar 31, 2026

Organised

Limited Liability Company, NV

Website

pro-visionwealth.com

• Occurred

  Mar 31, 2017
  First Form ADV filing

  "Tate Asset Management" And "Dco Wealth Management" filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3d6516ea-0fdb-7414-3068-e78c5d832c6a

First observed

May 31, 2012

Last observed

Mar 31, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.