Tech Wealth, LLC

Lehi, Utah

5.0 (41 reviews)
Call (801) 901-0663 Visit website →

About

Tech Wealth is a fee-only, fiduciary financial advisory firm based in Lehi, Utah, serving high-income professionals and equity holders across the United States. Founded by Riley Hale, CFP®, the firm specializes in equity compensation planning (RSUs, stock options, ISOs, ESPPs, QSBS), tax optimization, investment management, and comprehensive financial planning tailored to tech industry clients. The firm charges tiered AUM fees starting at 1.25% on the first $1 million and operates without commissions or conflicts of interest, emphasizing personalized advisory relationships over automated portfolio management.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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