Techview Wealth Advisors LLC

Techview Wealth Advisors LLC (CRD# 290930) is a financial advisory firm headquartered in , . They manage $837,000 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/mattonsandhill/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $34,875
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Techview Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Lewis, financial advisor Denair CA
Matthew D. Lewis
CRD#: 4210461
Denair, CA

Matthew Lewis (CRD# 4210461) is an Investment Advisor Representative working at Techview Wealth Advisors LLC in Denair, CA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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