Advisor at TechView Wealth Advisors LLC
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Firm
TechView Wealth Advisors LLC
Location
Denair, CA
Credentials
Series 63, Series 65
Industry experience
11 years
Matthew Lewis is a financial advisor at TechView Wealth Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, and Enter Capital Group, Inc. He has been with TechView Wealth Advisors since 2017. TechView Wealth Advisors serves technology entrepreneurs, private business owners, and cross-border individuals and families investing in the United States. The firm offers financial planning and portfolio management using a combination of active and passive strategies, focusing on individualized planning and services tailored to international clients.
Based on TechView Wealth Advisors LLC
Based on TechView Wealth Advisors LLC
$0 - $1,000,000: 1.0% annually for US Tax Residents Over $1,000,000+: Negotiable for US Tax Residents $0 - $1,000,000: 2.0% annually for Non-US Tax Residents Over $1,000,000+: Negotiable for Non-US Tax Residents
Fee-only: Fee-only advisory relationship with no commissions accepted from third parties.
Denair, CA
California
Enter Capital Group, Inc
2019 - 2020 (1 year)
UFUTURE LLC
2019 - 2020 (1 year)
TechView Wealth Advisors LLC
2017 - Present (9 years)
UFuture Investment Group BBVA
2017 - 2019 (2 years)
Morgan Stanley Private Bank, National Association
2016 - 2017 (1 year)
Morgan Stanley Smith Barney LLC
2015 - 2017 (2 years)
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Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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