Updated:
TECH WEALTH, LLC
Tech Wealth provides financial advice for people in tech, with a focus on turning company equity into tax-smart, durable wealth. Services include equity...
TECH WEALTH, LLC
Tech Wealth provides financial advice for people in tech, with a focus on turning company equity into tax-smart, durable wealth. Services include equity planning (RSUs, stock options, ESPPs, AMT), tax planning, investment management, asset protection, estate planning, financial planning, and cash flow planning. The firm is independent, fiduciary, and fee-only, and uses a Goals → Risk → Financial Merit → Taxes planning framework.
General information
Firm type
RIA
Principals
Riley Hale
CFP®, Founder
Riley Hale
CFP®, Tech Equity Specialist
Frequently asked questions
Who runs investment decisions at TECH WEALTH, LLC?
No named investment principals are publicly disclosed. The firm's leadership and decision-making structure are not part of any known public record (public record).
What investment stages does TECH WEALTH, LLC typically target?
No investment stage preferences have been publicly disclosed. The firm has no known portfolio companies or deal activity on record (public record).
Does TECH WEALTH, LLC participate in fund commitments or only direct deals?
There is no public information about the firm's investment vehicles or whether it engages in fund commitments, direct deals, or co-investments (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: