TechView Wealth Advisors LLC

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Client assets under management

$5,100,000

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$283,333

About

TechView Wealth Advisors works with technology executives, entrepreneurs, private business owners, and individuals and families who have international or cross‑border financial concerns, offering integrated financial planning and portfolio management on a fee-only basis. The firm also assists clients seeking alternative investments by recommending and vetting third‑party managers when appropriate.

The firm’s investment process blends macroeconomic, fundamental and technical analysis and uses a mix of active and passive strategies constructed from publicly traded stocks, bonds, ETFs and selective options. Portfolios are managed on a non‑discretionary basis, so transactions are executed only after client approval, and custodial arrangements are structured to accommodate clients with international holdings.

Distinctive features include an unusually large non‑U.S. client base for a firm of this size and explicit operational and pricing accommodations for non‑U.S. tax residents, as reflected in its client intake and servicing practices. The firm’s small advisory team and primarily non‑discretionary approach—rather than discretionary authority—set it apart from most peers and may affect trade aggregation and execution dynamics for clients.

Client services

Financial planning Portfolio management

Expertise

Equity Recipients (RS/RSU, SOP, ESPP) Cross-border & expatriate issues Liquidity event planning Business ownership considerations Tax strategies for small businesses

Occupation focus

Technology Professional Founder/Business Owner

Demographic focus

Established Professionals Expats

Fee options

Percentage

$0 - $1,000,000: 1.0% annually for US Tax Residents Over $1,000,000+: Negotiable for US Tax Residents $0 - $1,000,000: 2.0% annually for Non-US Tax Residents Over $1,000,000+: Negotiable for Non-US Tax Residents

Other

Fee-only: Fee-only advisory relationship with no commissions accepted from third parties.

Main office location

TechView Wealth Advisors LLC

Denair CA, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (650) 530-3969

Advisors at this firm

Matthew L

Series 63, Series 65

Denair, CA

TechView Wealth Advisors LLC

Matthew Lewis is a financial advisor at TechView Wealth Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, and Enter Capital Group, Inc. He has been with TechView Wealth Advisors since 2017. TechView Wealth Advisors serves technology entrepreneurs, private business owners, and cross-border individuals and families investing in the United States. The firm offers financial planning and portfolio management using a combination of active and passive strategies, focusing on individualized planning and services tailored to international clients.

Equity Recipients (RS/RSU, SOP, ESPP) Cross-border & expatriate issues Liquidity event planning Business ownership considerations Tax strategies for small businesses Technology Professional Founder/Business Owner Established Professionals Expats

William H

Series 63, Series 65, Series 66

St. Petersburg, FL

TechView Wealth Advisors LLC

William Hammond is a financial advisor at TechView Wealth Advisors LLC in St. Petersburg, FL, holding Series 63, 65, and 66 licenses with five years of industry experience. His prior work includes roles at Bank of America and Merrill, as well as experience in sales and flooring industries. TechView Wealth Advisors serves technology entrepreneurs, private business owners, and cross-border individuals and families investing in the United States, providing financial planning and portfolio management. The firm uses a combination of macroeconomic, fundamental, and technical analysis to construct portfolios with both active and passive strategies, focusing on non-discretionary management tailored to clients’ cross-border needs.

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