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WESTERN TECHNOLOGY INVESTMENT (WTI)
WESTECH INVESTMENT ADVISORS LLC
CRD 110429 · SEC 801-44806
104 LA MESA DRIVE, SUITE 102, PORTOLA VALLEY, CA, 94028-7510, United States
Phone
650-234-4300
Fax
650-234-4343
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.02B
Discretionary AUM
$2.02B
Team
35 total employees; 15 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; PERCENTAGE OF COMMITTED CAPITAL
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Business development companies | 3 | $568.5M |
| Pooled investment vehicles | 9 | $1.45B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD