$11.2M Total AUM
$11.2M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-02-2021
- Office Locations
- 1
Office Locations
2701 N Thanksgiving WAY #100 Lehi UT
About Tech Wealth, LLC
Tech Wealth, LLC is a Lehi, UT RIA focused on tech professionals with meaningful equity compensation. The firm provides holistic wealth management—financial and tax planning, portfolio construction, and coordination around estate/insurance needs—built around clients’ goals rather than robo models. Portfolios skew to ETFs and public funds, with custody on platforms such as Altruist and Schwab.
Team overview
-- AVG AGE
$11.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Custodian
Available
Investment Themes
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Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Riley Hale
Chief Compliance Officer, Owner, Wealth Manager
- CRD
- #7304240
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,213,958 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,213,958 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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