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WESTERN TECHNOLOGY INVESTMENT (WTI)

PORTOLA VALLEY, CA · CRD 110429 · IAPD ↗ · 650-234-4300

$2.02BRegulatory AUM
15Advisory reps
35Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — WESTERN TECHNOLOGY INVESTMENT (WTI) added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.