# TECH WEALTH, LLC

TECH WEALTH, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** techwealth.co
- **LinkedIn:** https://www.linkedin.com/company/tech-wealth

## Regulatory record

- **CRD number:** 311267
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311267

## About

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.

## People

- Riley Hale — CFP®, Founder
- Riley Hale — CFP®, Tech Equity Specialist

## 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).

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- [Aduna Capital](https://altss.com/profile/aduna-capital)

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Last updated: 2026-08-11T15:08:18.003Z

Canonical page: https://altss.com/profile/tech-wealth-llc

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