TechView Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TechView Wealth Advisors serves technology employees and founders, private business owners, and individuals and families with cross‑border or international financial concerns. The firm offers integrated wealth management that combines portfolio management with financial planning and can assist clients in selecting third‑party managers for alternative investments.
Its investment process blends top‑down sector analysis, bottom‑up fundamental research and technical analysis, using both active and passive strategies and selective options strategies for hedging or income generation. Financial planning is provided only as part of the ongoing advisory relationship, and accounts may be managed on either a discretionary or non‑discretionary basis according to client authority.
Notably, the brochure emphasizes an atypical focus on clients with international needs — including recent arrivals to the U.S. and households with global assets — and discloses tailored operational choices to support those clients, such as custody relationships with custodians able to onboard international accounts and the firm’s use of standing letters of authorization for transfers between a client’s accounts. The firm operates as a small, two‑adviser boutique with documented compliance and custody safeguards and a business model that integrates planning into asset management rather than offering standalone planning engagements.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1.0% annually for US Tax Residents Over $1,000,000+: Negotiable, not to exceed 1.0% for US Tax Residents $0 - $1,000,000: 2.0% annually for Non-US Tax Residents Over $1,000,000+: Negotiable, not to exceed 2.0% for Non-US Tax Residents
Fee-only: Fee-only advisory relationship, no commissions or other compensation from third parties.
Main office
See officeSan Francisco CA
Advisors at this office
1
Offices (2)
Most active in
California · Florida
Also doing business as
Techview Wealth Advisors LLC · Westbridge Wealth Management · Westbridge Wealth Management LLC · Westview Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Quick links
Advisors at this firm
Matthew L
CFP®, CFA®, Series 63, Series 65
San Francisco, CA
TechView Wealth Advisors LLC
Matthew Lewis is a CFP® and CFA® with 12 years of industry experience. He is currently with TechView Wealth Advisors LLC in San Francisco, where he has worked for nine years. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Enter Capital Group, Inc, and UFuture Investment Group BBVA. TechView Wealth Advisors serves technology employees and founders, private business owners, and clients with cross-border or international financial needs, offering integrated wealth management that combines portfolio management with financial planning. The firm employs a multi-faceted investment approach blending top-down sector analysis, bottom-up fundamental research, and technical analysis, while focusing on clients with global assets and providing tailored operational support.
William H
Series 63, Series 65, Series 66
St. Petersburg, FL
TechView Wealth Advisors LLC
William Hammond Jr. is a financial advisor with TechView Wealth Advisors LLC in St. Petersburg, FL, holding Series 63, 65, and 66 designations and five years of industry experience. His background includes roles at Bank of America and Merrill from 2018 to 2020, as well as experience in sales and business ownership. TechView Wealth Advisors serves technology employees and founders, private business owners, and clients with cross-border financial needs. The firm combines portfolio management with financial planning, employing a mix of active and passive investment strategies and focusing on clients with international concerns.
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