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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- 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.
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Owner & Executives
MATTHEW DAVID LEWIS
Chief Compliance Officer, Financial Advisor, Managing Member, PRINCIPAL
- CRD
- #4210461
- Ownership
- 75% or more
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William Melvin Hammond Jr
--
- CRD
- #4321699
Showing 1 of 2 contacts
Unlock allAssets Under Management
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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