Ttp Investments, Inc.
● SEC registered since 2016CRD 284082SEC# 801-107967San Jose, CA
Reg. AUM
$570.6M
Employees
3
Accounts
1,038
Location
San Jose, CA
About Ttp Investments
TTP Investments provides financial planning and investment advice for individuals and families. Its site emphasizes client appointments, secure account access, and guidance across the areas of practice it serves.
Summary based on the firm’s website.
Ttp Investments, Inc. assets under management
Ttp Investments, Inc. operates as an SEC-registered investment adviser based in San Jose, CA. The firm has been registered since 2016. It reports $570.6 million in regulatory assets under management and employs 3 people.
Ttp Investments, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Harris Wayne Willner Control | President & Owner | Over 75% | 2016 |
| Harrison Clay Willner | Owner | 10-25% | 2022 |
| Lesley Lynn Jones | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Ttp Investments, Inc. manage?
Ttp Investments, Inc. reports $570.6 million in regulatory assets under management on its Form ADV.
How many employees does Ttp Investments, Inc. have?
Ttp Investments, Inc. reports 3 employees.
Where is Ttp Investments, Inc. located?
Ttp Investments, Inc. is based in San Jose, CA and has been SEC-registered since 2016.
Does Ttp Investments, Inc. disclose fund performance?
Ttp Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1978 the Alameda, San Jose, CA 95126 |
| Phone | 408-879-0399 |
| Fax | 408-377-2456 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$570.6M▲ 18%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$570.6Mregulatory AUM
Discretionary $570.6M