Tech Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,213,958
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$1,121,396
About
Tech Wealth primarily advises individuals and families, including employees of technology companies, as well as certain high-net-worth clients and small businesses, providing financial planning and ongoing wealth management. The firm’s services described in its brochure include equity compensation analysis, tax and retirement planning, portfolio construction and monitoring, digital estate-planning access, and project-based consulting.
The firm follows a fee-only, discretionary approach that emphasizes globally diversified, low-cost passive portfolios grounded in Modern Portfolio Theory, implemented mainly with ETFs and index mutual funds using a buy-and-hold strategy with periodic rebalancing. Tech Wealth uses custodial platforms (Altruist and Schwab) and may rely on platform-provided portfolio models and tax-management tools, and it may employ tax-loss harvesting in taxable accounts when appropriate.
Noteworthy features include a content-driven client engagement model: the firm’s principal produces financial videos, podcasts, and courses and provides clients free access to those materials, the brochure discloses that content consumers may be invited to become clients, and the firm reports using testimonials in advertising. The brochure also highlights that Tech Wealth offers periodic seminars and workshops and emphasizes specialized equity-compensation planning for technology-company employees while operating as a small, single-advisor practice with roughly $11.2 million in regulatory AUM and about ten clients.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
General tax planning
General retirement planning
Tax-loss harvesting
Occupation focus
Technology Professional
Demographic focus
HENRY (High Earners, Not Rich Yet)
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.
Main office location
Tech Wealth, LLC
2701 N Thanksgiving Way #100
Lehi UT 84043, United States
Number of offices
2
Most active in
Tech Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
Quick links
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