# Tech Wealth, LLC

> Tech Wealth, LLC is a state-registered investment advisory firm in Lehi, UT, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 311267
- Filed as: TECH WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lehi, UT
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311267
- AdvisorCensus page: https://advisorcensus.com/firm/tech-wealth-llc-lehi-ut-311267

## Quick answers

**How is Tech Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tech Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tech Wealth, LLC located?**
Tech Wealth, LLC's principal office is in Lehi, UT, according to its Form ADV.

**Is Tech Wealth, LLC registered with the SEC or a state?**
Tech Wealth, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311267.

**How much does Tech Wealth, LLC manage?**
Tech Wealth, LLC reports $11,213,958 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary).

**What types of clients does Tech Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does Tech Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311267

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $11,213,958
- Discretionary: $11,213,958
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $3,269,110 |
| High net worth individuals | Fewer than 5 | $7,944,848 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- techwealth.co
- LinkedIn @tech-wealth
- YouTube @tech_wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tech Wealth, LLC (CRD 311267): Form ADV filing data as of October 2026.