A complete list of active advisors currently associated with Tech Wealth, LLC
Warmer can help you find a great advisor at Tech Wealth, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Tech Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lehi, UT
| 5
|
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