# Western Technology Investment (WTI)

> Western Technology Investment (WTI) is an SEC-registered investment advisory firm in Portola Valley, CA, registered since 1993, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 110429
- Filed as: WESTERN TECHNOLOGY INVESTMENT (WTI)
- Legal name: Westech Investment Advisors LLC
- Also doing business as: WESTECH, WESTERN TECHNOLOGY INVESTMENT, WTI
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portola Valley, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110429
- AdvisorCensus page: https://advisorcensus.com/firm/western-technology-investment-wti-portola-valley-ca-110429

## Quick answers

**How is Western Technology Investment (WTI) compensated?**
On its Form ADV (Item 5.E, October 2026), Western Technology Investment (WTI) reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Western Technology Investment (WTI) located?**
Western Technology Investment (WTI)'s principal office is in Portola Valley, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Western Technology Investment (WTI) registered with the SEC or a state?**
Western Technology Investment (WTI) is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 110429.

**How much does Western Technology Investment (WTI) manage?**
Western Technology Investment (WTI) reports $2,017,502,061 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Western Technology Investment (WTI)'s assets and staff changed since 2021?**
In the Form ADV data for Western Technology Investment (WTI): Regulatory assets under management: $1,983,576,992 in the October 2021 data and $2,017,502,061 in the October 2026 data, up 2%. Total employees: 26 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Western Technology Investment (WTI) serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9); business development companies (3).

**Does Western Technology Investment (WTI) report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110429

**What changed in Western Technology Investment (WTI)'s recent Form ADV filings?**
In the April 2026 filing data: Added an office in New York, NY. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $2,017,502,061
- Discretionary: $2,017,502,061
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | 3 | $568,539,113 |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $1,448,962,948 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 1993 (32 years)
- Employees: 35 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- [westerntech.com](https://westerntech.com)
- Instagram @WTISOCIAL
- LinkedIn @65982
- X @WTISOCIAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,983,576,992 | 26 | August 18, 2021 |
| October 2022 | $2,525,923,134 | 31 | March 30, 2022 |
| October 2023 | $2,310,373,780 | 30 | March 31, 2023 |
| October 2024 | $1,878,391,379 | 34 | March 28, 2024 |
| October 2025 | $2,053,557,894 | 33 | March 25, 2025 |
| October 2026 | $2,017,502,061 | 35 | March 30, 2026 |

Regulatory assets under management: $1,983,576,992 in the October 2021 data and $2,017,502,061 in the October 2026 data, up 2%.
Total employees: 26 in October 2021 and 35 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added an office in New York, NY.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Western Technology Investment (WTI) (CRD 110429): Form ADV filing data as of October 2026.