Techview Wealth Advisors LLC

Overview

Techview Wealth Advisors LLC is a small, independent RIA focused on serving individual and family clients with fee-based portfolio management and financial planning. The firm charges a percentage-of-AUM fee and operates primarily as a non-discretionary manager, which suggests client-directed execution and ongoing advisory relationships rather than unilateral trading authority. Investment activity is concentrated in public equities and exchange-traded instruments, reflecting a bias toward liquid, transparent holdings. The firm does not identify as an active ESG investor and is organized as an individual-owned limited liability company. Investment interest centers on straightforward equity exposure delivered through exchange-traded equities and ETFs, with mutual funds used as complementary holdings. For clients seeking private-market exposure, Techview Wealth Advisors LLC accesses alternatives through third-party external managers rather than sponsoring in-house funds or acting as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices