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TECH WEALTH, LLC
CRD 311267
2701 N THANKSGIVING WAY #100, LEHI, UT, 84043, United States
Phone
801-901-0663
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.2M
Discretionary AUM
$11.2M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $3.3M |
All web addresses on file
Official SEC filing: View on IAPD