TECHVIEW WEALTH ADVISORS LLC

TECHVIEW WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 290930). Regulatory assets under management: $5.8M.

Registration

• CRD: 290930
• Type: Registered investment adviser
• Phone: (650) 530-3969
• Latest filing: 2026-07-27
• Regulatory AUM: $5.8M
• Discretionary AUM: $3.4M
• Non-discretionary AUM: $2.4M
• Clients: 2
• Accounts: 46

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290930 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search