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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-07-2018
- Office Locations
- 2
Office Locations
About Techview Wealth Advisors LLC
Techview Wealth Advisors is an RIA focused on investment management, building long-term portfolios of exceptional companies bought at compelling valuations. The firm pairs this with household-level planning across tax optimization, equity-comp strategy (RSUs/ISOs), risk management/insurance coordination, and estate planning. Notably, it offers a fee structure contingent on outperforming an agreed benchmark; custody includes Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 59.3% is discretionary and 40.7% is non-discretionary.
The firm reports 2 advisory representatives and 19 clients, or 9.5 clients per representative. That equates to $306.3K in reported AUM per client.
The profile lists 2 reported office locations and 8 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Techview Wealth Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW DAVID LEWIS
Chief Compliance Officer, Financial Advisor, Managing Member, PRINCIPAL
- CRD
- #4210461
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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William Melvin Hammond Jr
Private Wealth Advisor
- CRD
- #4321699
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,449,000 | -- |
| Non-Discretionary | $2,370,000 | -- |
| Total | $5,819,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Techview Wealth Advisors LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.