Westech Investment Advisors LLC
Legal Name: WESTECH INVESTMENT ADVISORS LLC
Full Contact Details
Westech Investment Advisors LLC
104 LA MESA DRIVE, SUITE 102, PORTOLA VALLEY, CA
650-234-4300
650-234-4343
Other Info
Westech Investment Advisors LLC is a California-based Limited Liability Company with a team of 22 professionals, 13 of whom serve in advisory roles. While the number of clients they serve is unknown, the firm is registered with the U.S. Securities and Exchange Commission and was last reported as Approved in December 1993.
WTI: Western Technology Investment. True venture debt.
Since 1980, WTI has helped more than 1,300 companies across every innovation sector finance their growth while minimizing dilution.
Direct Owners
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DAVID RYAN WANEK
CLASS D MEMBER, VP owns less than 5%
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JAY LEONARD COHAN
CLASS D MEMBER, VP, ASSISTANT SECRETARY owns less than 5%
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MARTIN DAVID ENG
CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER owns less than 5%
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MAURICE CLARK WERDEGAR
CLASS C MEMBER, PRESIDENT, CEO owns less than 5%
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RONALD WAYNE SWENSON
CLASS B MEMBER, CHAIRMAN owns less than 5%
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SALVADOR OSIO GUTIERREZ
VICE CHAIRMAN owns less than 5%
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WESTECH INVESTMENT MANAGEMENT, INC.
CLASS A MEMBER owns 75% or more
Indirect Owners
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RONALD WAYNE SWENSON
SHAREHOLDER owns more than 50% but less than 75%
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SALVADOR OSIO GUTIERREZ
SHAREHOLDER owns more than 50% but less than 75%
Custodians
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UNION BANK, N. A.
United States -
UNION BANK, N.A.
United States