# Techview Wealth Advisors LLC

> Techview Wealth Advisors LLC is a state-registered investment advisory firm in San Francisco, CA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 290930
- Filed as: TECHVIEW WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290930
- AdvisorCensus page: https://advisorcensus.com/firm/techview-wealth-advisors-llc-san-francisco-ca-290930

## Quick answers

**How is Techview Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Techview Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Techview Wealth Advisors LLC located?**
Techview Wealth Advisors LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Techview Wealth Advisors LLC registered with the SEC or a state?**
Techview Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 290930.

**How much does Techview Wealth Advisors LLC manage?**
Techview Wealth Advisors LLC reports $5,715,000 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**What types of clients does Techview Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does Techview Wealth Advisors 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/290930

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,715,000
- Discretionary: $5,715,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $3,545,000 |
| High net worth individuals | Fewer than 5 | $2,170,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- techviewwealth.com
- LinkedIn @techview-wealth-advisors
- YouTube @TechviewWealthAdvisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Techview Wealth Advisors LLC (CRD 290930): Form ADV filing data as of October 2026.