Westech Investment Advisors Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 12
- Avg AUM / client
- $168M
- Accounts
- 12
- Employees
- 35
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 3 | $569M | 28.2% |
| Pooled investment vehicles (non-investment companies) | 9 | $1.4B | 71.8% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Wti Fund X, Llc | Private Equity Fund | Delaware | $729M | 97 |
| Venture Lending & Leasing Ix, Llc | Private Equity Fund | Delaware | $598M | 63 |
| Venture Lending & Leasing Viii, Llc | Private Equity Fund | Delaware | $250M | 60 |
| Venture Lending & Leasing Vii, Llc | Private Equity Fund | Delaware | $163M | 62 |
| Venture Lending & Leasing Vi, Llc | Private Equity Fund | Delaware | $66.6M | 59 |
| Wti Equity Opportunity Fund I, L.P. | Private Equity Fund | Delaware | $58.5M | 25 |
| Venture Lending & Leasing V, Llc | Private Equity Fund | Delaware | $11.6M | 54 |
| Venture Lending & Leasing Iv, Llc | Private Equity Fund | Delaware | $2.6M | 52 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wanek, David, Ryan | Chief Executive Officer | Jan 2011 (16y) | Less than 5% | |
| Werdegar, Maurice, Clark | Executive Chairman | Jun 2015 (11y) | Less than 5% | |
| Ruano, Rodolfo | Vice President | Mar 2021 (5y) | Less than 5% | |
| Thear, Jared, Sutherland | Chief Financial Officer / Chief Compliance Officer | Jul 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| P10 Intermediate Holdings Llc | Shareholder | Oct 2022 | A | 75% or more |
| P10 Holdings Inc. | Shareholder | Oct 2022 | B | ≈ 56.25% – 100% via P10 Intermediate Holdings Llc |
| P10, Inc. | Shareholder | Oct 2022 | B | ≈ 42.19% – 100% via P10 Holdings Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- P10 Holdings Inc.: 75% – 100% of P10 Intermediate Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- P10, Inc.: 75% – 100% of P10 Holdings Inc. × 75% – 100% of P10 Intermediate Holdings Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (8, $1.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Wti Fund X, Llc | Private Equity Fund | $729M | $1.0M | 97 |
| Venture Lending & Leasing Ix, Llc | Private Equity Fund | $598M | $1.0M | 63 |
| Venture Lending & Leasing Viii, Llc | Private Equity Fund | $250M | $1.0M | 60 |
| Venture Lending & Leasing Vii, Llc | Private Equity Fund | $163M | $1.0M | 62 |
| Venture Lending & Leasing Vi, Llc | Private Equity Fund | $66.6M | $1.0M | 59 |
| Wti Equity Opportunity Fund I, L.P. | Private Equity Fund | $58.5M | $0 | 25 |
| Venture Lending & Leasing V, Llc | Private Equity Fund | $11.6M | $1.0M | 54 |
| Venture Lending & Leasing Iv, Llc | Private Equity Fund | $2.6M | $1.0M | 52 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 3.85 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF COMMITTED CAPITAL
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗