Matthew Lewis is a registered investment advisor at Techview Wealth Advisors LLC, based in Denair, CA, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 18 clients with $5.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TechView Wealth Advisors manages investment portfolios and charges an annual fee based on the value of your investments, paid quarterly.
For US tax residents:
- First $1,000,000: 1.0% per year
- Over $1,000,000: Negotiable
For non-US tax residents:
- First $1,000,000: 2.0% per year
- Over $1,000,000: Negotiable
Location
Denair, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Matthew is a managing member of UFUTURE LLC, focusing on business development and consulting, taking about 30% of his time. He also serves as an advisory board member for Enter Capital Group, Inc, dedicating about 10% of his time, and is an instructor at UC Berkeley Extension, spending minimal time.
Employment History
Current Registrations
Techview Wealth Advisors LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Soundview Technology CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.