Tech Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tech Wealth primarily advises individuals and families — including employees of technology companies, high-net-worth individuals, and small businesses — offering financial planning and wealth management services. Its planning services cover equity compensation strategies, tax and retirement planning, risk management, education funding, and estate-planning support delivered in part through a digital estate platform.
The firm implements Modern Portfolio Theory with globally diversified, low-cost index ETFs and mutual funds using a buy-and-hold framework with periodic rebalancing and, where appropriate, tax-loss harvesting in taxable accounts. Tech Wealth manages client assets directly (no outside managers), uses custodial and platform resources such as Altruist and Schwab, and typically operates under discretionary authority guided by a written investment policy statement.
Noteworthy for an independent, solo adviser, the firm operates with a small client base (about ten clients and roughly $11.2 million in regulatory AUM) and is fee-only. It also engages in activities that are uncommon among peers: the firm uses client testimonials in advertising, conducts educational seminars and workshops and produces public educational content online, and emphasizes planning for employer equity compensation for technology-company employees.
Client services
Expertise
Occupation focus
Fee options
$0 - $999,999: No separate asset-based fee; financial planning fee of $3,000 per quarter includes ongoing investment management services $1,000,000 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
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 in investable assets. Fee-only: Fee-only adviser; does not receive commissions, transaction-based compensation, or referral fees.
Main office
2701 N Thanksgiving Way #100
Lehi UT 84043
Advisors at this office
1
Most active in
California · Texas · Utah
Also doing business as
Tech Wealth · Tech Wealth, LLC
Disclosures
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Business activities & affiliations
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
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