Matthew Lewis
TechView Wealth Advisors · San Francisco, California
Matthew Lewis is a fee-only financial advisor at TechView Wealth Advisors in San Francisco, California, who holds the CFP and CFA credentials. Matthew charges a percentage of assets (a $500,000 asset minimum) and focuses on equity compensation, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Tech employees
- Cross-border families
Facts
| Firm | TechView Wealth Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $5.7M across 45 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, FL · CRD 4210461 |
| Exams passed | Series 63 (2015) · Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.techviewwealth.com |
| Profile |
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Questions about Matthew
Is Matthew Lewis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and TechView Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew charges a percentage of assets.
How much does Matthew charge?
According to TechView Wealth Advisors's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Matthew Lewis based?
Matthew Lewis is based in San Francisco, California.
What does Matthew specialize in?
Matthew's specialties include equity compensation, tax planning, estate & legacy planning and retirement with concentrated positions. Matthew works with tech employees and cross-border families.
What credentials does Matthew Lewis hold?
Matthew Lewis holds the CFP and CFA credentials.
Is Matthew Lewis registered with the SEC?
Yes. Matthew Lewis is registered as an investment adviser representative in CA and FL (CRD 4210461), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TechView Wealth Advisors manage?
TechView Wealth Advisors reports $5.7M across 45 accounts in assets under management.
How do I contact Matthew Lewis?
Through Matthew's website, www.techviewwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- TechView Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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