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Chief Executive Officer · Western Technology Investment (WTI)

David R. Wanek

CRD 5095811 · Named on Form ADV at one SEC-registered adviser

At a glance

Western Technology Investment (WTI), an SEC-registered private fund adviser based in Portola Valley, CA with $2.0 billion in regulatory assets, lists David R. Wanek on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Maurice C. WerdegarExecutive Chairman, Western Technology Investment (WTI)
  • Rodolfo RuanoVice President, Western Technology Investment (WTI)
  • Jared S. ThearChief Financial Officer / Chief Compliance Officer, Western Technology Investment (WTI)

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.