"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
SEC RegisteredWealth management for professional athletes, entertainers, high net worth individuals and families.
About the firm
Pro-Vision Wealth Management was founded by Lawrence Palme in 2017 after building over two decades of experience with top firms Prudential Securities, UBS Wealth Management, and Morgan Stanley. The firm employs a unique quantitative investment method known as R.A.T.I.O. (Risk Aversion Through Integral Objectivity), developed following the credit crisis of 2008-2009.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, risk management using the R.A.T.I.O. methodology, cash and expense management, estate planning, tax planning, retirement planning, and cash management specializing in liquidity.
Who they serve
Professional athletes, entertainers, high net worth individuals and families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 114 | $34M |
| High Net Worth Individuals | 114 | $288M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 19 | $46M |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| Next $500,000 | 1.25% |
| Next $500,000 | 1.00% |
| Next $500,000 | 0.90% |
| Next $500,000 | 0.80% |
| Above $2,500,000 | — |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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