TECH WEALTH, LLC
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 311267
- Website
- techwealth.co
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.85%
- Individuals29.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tech Wealth, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. Tech Wealth does not present itself as a multi-state adviser or a pension consultant, and it is not flagged as an ESG-focused allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents6%
Contacts
1 of 1Riley Hale
FounderCRD 7304240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEHI, UT
UTAH
Location
LEHI, UT
Headquartered in LEHI, UT, in the West of the United States.
- Region
- West
- County
- UTAH
- Address
- 2701 N Thanksgiving Way
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
LONE PEAK CAPITAL MANAGEMENT, LLC
RIALEHI, UT
PREMIER CHOICE WEALTH ADVISORS, LLC
RIALEHI, UT
GAJARDO WEALTH MANAGEMENT LLC
RIALEHI, UT
MY PROSPER TEAM
RIALEHI, UT
BRIGHTER RETIREMENT ADVISORS LLC
RIALEHI, UT
CAPITAL WEALTH, LLC
RIALEHI, UT