Techview Wealth Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 290930
- Website
- www.techviewwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals63.29%
- HNWI36.71%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Techview Wealth Advisors LLC is an independent, owner-operated RIA structured as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. Firm filings identify a preference for equity-oriented portfolios and list mutual funds and third-party alternative managers among the investment vehicles they use. The advisor is not indicated as an active ESG investor.
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 Equities97%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Matthew Lewis
Advisory Board MemberCRD 4210461
William Hammond
Private Wealth AdvisorCRD 4321699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations