Techview Wealth Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 290930
- Website
- www.techviewwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals62.03%
- HNWI37.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Techview Wealth Advisors LLC is an independent, individually owned wealth advisory firm organized as an LLC that serves individuals and families. The firm charges clients on a percentage-of-AUM basis and provides financial planning and portfolio management services targeted at individuals and small businesses. Techview is state-registered in California and Florida. The firm is not positioned as a capital allocator, does not identify as an ESG-focused investor, and does not list pension consulting or related-adviser activities among its services.
Assets & Accounts
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
- Public Funds/Mutual Funds55%
- Exchange Traded Equities42%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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