WESTECH INVESTMENT ADVISORS LLC

WESTERN TECHNOLOGY INVESTMENT (WTI)
PORTOLA VALLEY, California·9 registered advisors·CRD# 110429
SEC# 801-448060650-234-4300
01

Firm Overview

AUM
$1.9B
Regulatory assets under management
Employees
34
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: PERCENTAGE OF COMMITTED CAPITAL
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at WESTECH INVESTMENT ADVISORS LLC

9 registered advisors
David Ryan Wanek
PORTOLA VALLEY, California
Jared Sutherland Thear
PORTOLA VALLEY, California
Jay Leonard Cohan
PORTOLA VALLEY, California
Judith Naomi Bornstein
PORTOLA VALLEY, California
Martin David Eng
PORTOLA VALLEY, California
Maurice Clark Werdegar
PORTOLA VALLEY, California
Rodolfo Ruano
PORTOLA VALLEY, California
Ronald Wayne Swenson
PORTOLA VALLEY, California
Salvador Osio Gutierrez
PORTOLA VALLEY, California
05

Office Locations

PORTOLA VALLEY, California
9 advisors

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Data sourced from SEC Form ADV filings. WESTECH INVESTMENT ADVISORS LLC (CRD# 110429) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.