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ACAS, LLC

UUID07f477f5-ef65-50d6-8b29-181b79b1d9c1
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 160657 160657 1.0
sec_file_number 801-110370 801-110370

Profile

Websitehttps://www.pro-visionwealth.com/
HQ CityRANCHO SANTA FE
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)322,995,213.0
  • RAUM (discretionary)322,995,213.0
  • Actionable assets291,395,588.0
  • Accounts624.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM35,893,880.0
  • Charitable AUM
  • HNW AUM255,501,708.0

As of 2025-03-18 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.