Riley Hale
Advisor at Tech Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tech Wealth, LLC
Location
Lehi, UT 84043
Credentials
CFP®, Series 65
Industry experience
5 years
About
Riley Hale is a Series 65-licensed financial advisor with five years of industry experience, currently serving as the sole advisor at Tech Wealth, LLC in Lehi, Utah. Prior to founding Tech Wealth in 2021, he held positions at Amicus Financial Advisors, Zions Wealth Management, and Canopy Tax, among others. Outside of advising, he has been involved in community activities including work with Volunteer Income Tax Assistance and coaching at BYU Soccer Camp. Tech Wealth advises individuals and families—particularly employees of technology companies, some high-net-worth individuals, and small businesses—offering investment and equity management with a focus on tax-aware strategies and employer equity compensation. The firm employs a Modern Portfolio Theory approach using diversified, low-cost index funds and integrates financial planning considerations into its investment process, along with public educational outreach through videos, podcasts, seminars, and client courses.
Client services
Based on Tech Wealth, LLC
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Based on Tech Wealth, LLC
Equity Recipients (RS/RSU, SOP, ESPP)
General tax planning
General retirement planning
Tax-loss harvesting
Fee options
Fixed fees may be charged for general consulting services depending on scope; financial planning fee of $12,000 annually for clients under $1,000,000 AUM.
$0 - $999,999: Financial planning fee: $3,000 per quarter ($12,000 annually) $1,000,000 - $1,000,000: 1.20% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
General consulting fees range from $300 to $750 per hour, billed monthly in arrears.
Account minimum: $1,000,000 Minimum fee: Financial planning fee of $3,000 per quarter ($12,000 annually) for clients with less than $1,000,000 AUM; fees may be negotiable Fee-only: Fee-only investment adviser; no commissions or transaction-based compensation received.
Location
2701 N Thanksgiving Way #100
Lehi, UT 84043
Most active in
Riley H has reported serving >5 clients in these states in the last 12 months.
Texas · Utah
Work history
Tech Wealth, LLC
2021 - Present (5 years)
Unemployed
2020 - 2021 (1 year)
Amicus Financial Advisors
2019 - 2020 (1 year)
Zions Wealth Management
2019 - 2019 (1 year)
Money Management Resource Center
2019 - 2019 (1 year)
Canopy Tax
2018 - 2019 (1 year)
Volunteer Income Tax Assistance
2018 - 2019 (1 year)
BYU Soccer Camp
2016 - 2017 (1 year)
Utah Valley University
2015 - 2020 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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