TECH WEALTH, LLC

TECH WEALTH, LLC of LEHI, UT is an SEC-registered investment adviser (CRD 311267). Regulatory assets under management: $11.2M.

Registration

• CRD: 311267
• Type: Registered investment adviser
• Location: 2701 N THANKSGIVING WAY #100, LEHI, UT, 84043
• Phone: 801-901-0663
• Latest filing: 2026-04-24
• Regulatory AUM: $11.2M
• Discretionary AUM: $11.2M
• Clients: 1
• Accounts: 104

Business model

Compensation: % of AUM, Hourly, Fixed.

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 311267 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search