Westech Investment Advisors LLC
● SEC registered since 1993CRD 110429SEC# 801-44806Portola Valley, CA
Ranks #2,176 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.02B
Fund GAV
$2.02B
Private funds
9
Employees
35
Accounts
12
Location
Portola Valley, CA
Westech Investment Advisors LLC assets under management
Westech Investment Advisors LLC is an investment advisory firm registered with the SEC based in Portola Valley, CA. The firm has been registered since 1993. It reports $2 billion in regulatory assets under management and employs 35 people. Westech Investment Advisors LLC manages 9 private funds with combined gross assets of $2 billion, including Wti Fund X, LLC. By regulatory assets, it ranks 2,176 of 6,004 private fund managers.
Westech Investment Advisors LLC private funds
9 funds · $2.02B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wti Fund X, LLC | Private Equity | $824.8M | $1M |
| Wti Fund XI, LLC | Private Equity | $419.1M | $1M |
| Venture Lending & Leasing IX, LLC | Private Equity | $327.2M | $1M |
See all 9 funds — unlock the full record.
Join to unlock · $37/moWestech Investment Advisors LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Ryan Wanek Control | Chief Executive Officer | Under 5% | 2011 |
| Jared Sutherland Thear Control | Chief Financial Officer / Chief Compliance Officer | Under 5% | 2021 |
| Maurice Clark Werdegar Control | Executive Chairman | Under 5% | 2015 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Westech Investment Advisors LLC manage?
Westech Investment Advisors LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many private funds does Westech Investment Advisors LLC manage?
Westech Investment Advisors LLC manages 9 private funds with combined gross assets of $2 billion.
How many employees does Westech Investment Advisors LLC have?
Westech Investment Advisors LLC reports 35 employees.
Where is Westech Investment Advisors LLC located?
Westech Investment Advisors LLC is based in Portola Valley, CA and has been SEC-registered since 1993.
Does Westech Investment Advisors LLC disclose fund performance?
Westech Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 104 la Mesa Drive, Suite 102, Portola Valley, CA 94028-7510 |
| Phone | 650-234-4300 |
| Fax | 650-234-4343 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.02B▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
AUM vs fund managersTop 36%
Larger than 64% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$2.02Bregulatory AUM
Discretionary $2.02B
Service providers
Auditor
Prime broker