SourcingSourcing

WESTECH INVESTMENT ADVISORS LLC

C29
CRD 110429·SEC 801-44806·PORTOLA VALLEY, CA
AUM
$2.02B
$1B+
Est. Revenue
$20.2M
@ 1% on AUM
Est. EBITDA
$6.1M
@ 30% margin
Est. Deal Value
$48.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WESTECH INVESTMENT ADVISORS LLC
CRD
110429
SEC file #
801-44806
EIN
—
DBA names
Western Technology Investment (wti)

Economics

AUM
$2.02B
AUM band
$1B+
AUM trajectory
'20'26
$1.76B → $2.02B▲ +15%
Client mix
Pooled Investment Vehicles9
Business Devel Companies3

Operations

Employees (total)
35
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
13 advisors → 15 advisors▲ +15%
Primary office
PORTOLA VALLEY CA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
instagram.com/wtisocial(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RIDGEPOST CAPITAL, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
RIDGEPOST CAPITAL, LLC
THEAR, JARED, SUTHERLAND
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:instagram.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley9
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
THEAR, JARED, SUTHERLAND
Executive Officer · 2.5%
7428823
WANEK, DAVID, RYAN
Executive Officer · 2.5%
5095811
WERDEGAR, MAURICE, CLARK
Executive Officer · 2.5%
1741885
RUANO, RODOLFO
Executive Officer · 2.5%
7355886