WESTECH INVESTMENT ADVISORS LLC
Legal name: WESTERN TECHNOLOGY INVESTMENT (WTI)
CRD #110429 SEC #801-44806 PORTOLA VALLEY, CA 650-234-4300
SEC Registered Private Funds
Total AUM
$2.1B
Discretionary
$2.1B
Employees
33
Clients
--
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.1B | $2.1B | $0 | 33 | 0 |
| Mar 2024 | $1.9B | $1.9B | $0 | 34 | 0 |
| Mar 2023 | $2.3B | $2.3B | $0 | 30 | 0 |
| Nov 2022 | $2.5B | $2.5B | $0 | 31 | 0 |
| Mar 2022 | $2.5B | $2.5B | $0 | 31 | 0 |
| Aug 2021 | $2B | $2B | $0 | 26 | 0 |
| Mar 2021 | $2B | $2B | $0 | 26 | 0 |
| Mar 2020 | $1.7B | $1.7B | $0 | 29 | 0 |
| Sep 2019 | $1.8B | $1.8B | $0 | 22 | 0 |
| Apr 2019 | $1.8B | $1.8B | $0 | 22 | 0 |
| Mar 2019 | $1.8B | $1.8B | $0 | 22 | 0 |
| Mar 2018 | $1.9B | $1.9B | $0 | 22 | 0 |
| Mar 2017 | $1.3B | $1.3B | $0 | 22 | 1 |
| Mar 2016 | $1.5B | $1.5B | $0 | 20 | 1 |
| Mar 2016 | $1.5B | $1.5B | $0 | 20 | 1 |
| Mar 2016 | $1.4B | $1.4B | $0 | 20 | 1 |
| Dec 2015 | $1.1B | $1.1B | $0 | 19 | 1 |
| Aug 2015 | $1.1B | $1.1B | $0 | 19 | 1 |
| Aug 2015 | $1.1B | $1.1B | $0 | 19 | 1 |
| Jun 2015 | $1.1B | $1.1B | $0 | 19 | 1 |
| Apr 2015 | $1.1B | $1.1B | $0 | 19 | 1 |
| Apr 2015 | $1.1B | $1.1B | $0 | 19 | 1 |
| Oct 2014 | $994.2M | $994.2M | $0 | 20 | 1 |
| Mar 2014 | $994.2M | $994.2M | $0 | 20 | 1 |
| Jan 2013 | $972.7M | $972.7M | $0 | 13 | 1 |
| Mar 2012 | $913.9M | $913.9M | $0 | 6 | 1 |
| Feb 2011 | $561.3M | $561.3M | $0 | 10 | -- |
| Oct 2010 | $400.6M | $400.6M | $0 | 10 | -- |
| Mar 2009 | $570.9M | $570.9M | $0 | 10 | -- |
| Nov 2007 | $588.8M | $588.8M | $0 | 10 | -- |
| Jan 2007 | $531.4M | $531.4M | $0 | 10 | -- |
| Feb 2006 | $359.5M | $359.5M | $0 | 10 | -- |
| Jan 2006 | $359.5M | $359.5M | $0 | 10 | -- |
| Jan 2006 | $359.5M | $359.5M | $0 | 10 | -- |
| Mar 2002 | $370.6M | $370.6M | $0 | 10 | -- |
DateMar 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees33
Clients0
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees34
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees30
Clients0
DateNov 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees31
Clients0
DateMar 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees31
Clients0
DateAug 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees26
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees26
Clients0
DateMar 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees29
Clients0
DateSep 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients0
DateApr 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients0
DateMar 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees22
Clients0
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients1
DateMar 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees20
Clients1
DateMar 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees20
Clients1
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees20
Clients1
DateDec 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients1
DateAug 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients1
DateAug 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients1
DateJun 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients1
DateApr 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients1
DateApr 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients1
DateOct 2014
Total AUM$994.2M
Discretionary$994.2M
Non-Disc.$0
Employees20
Clients1
DateMar 2014
Total AUM$994.2M
Discretionary$994.2M
Non-Disc.$0
Employees20
Clients1
DateJan 2013
Total AUM$972.7M
Discretionary$972.7M
Non-Disc.$0
Employees13
Clients1
DateMar 2012
Total AUM$913.9M
Discretionary$913.9M
Non-Disc.$0
Employees6
Clients1
DateFeb 2011
Total AUM$561.3M
Discretionary$561.3M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$400.6M
Discretionary$400.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$570.9M
Discretionary$570.9M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$588.8M
Discretionary$588.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$531.4M
Discretionary$531.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$359.5M
Discretionary$359.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$359.5M
Discretionary$359.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$359.5M
Discretionary$359.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$370.6M
Discretionary$370.6M
Non-Disc.$0
Employees10
Clients--