Tech Wealth, LLC

Tech Wealth, LLC is a financial planner in Lehi, UT. The firm operates at 2701 N Thanksgiving Way #100 and holds a perfect 5.00 rating, though it has not yet accumulated any customer reviews. The business is associated with Orion Advisor Solutions, a wealthtech platform for financial advisors that provides CRM, planning, portfolio accounting, trading, compliance, and AI capabilities built to work as one integrated system. Orion's platform is designed to serve independent advisors, RIAs, broker-dealers, banks, and family offices, with firms ranging from solo practices to enterprise platforms managing tens of billions in assets. The platform offers portfolio accounting with performance reporting, AUM fee billing, household-level data, and direct-custodian reconciliation, holding the number one market share for portfolio accounting and reporting in the T3/Inside Information Software Survey. Orion's history dates to 1999, when the founders of its legacy firm sought an investment accounting system for a growing RIA and, finding none that met their needs, built their own portfolio management software. The platform also offers Tailored Allocation Portfolios, which transition client accounts into professionally managed ETF and mutual fund models using a tax-smart approach, and OCIO services that handle manager due diligence, portfolio monitoring, and rebalancing. Orion integrates with custodians including BNY Mellon Pershing, Fidelity Clearing and Custody Solutions, and eMoney, and connects with planning tools like MoneyGuide. The office sits on N Thanksgiving Way, about a tenth of a mile from Veterans Memorial Highway and roughly half a mile from Holy Cross Hospital - Mountain Point. Tech Wealth, LLC holds a positive rating from the customers who have reviewed it, reflecting a clean record in its category. The firm's association with Orion's technology platform, which holds the leading market share in portfolio accounting, gives Tech Wealth, LLC a strong foundation for financial planning work in Lehi.