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Executive Chairman · Western Technology Investment (WTI)

Maurice C. Werdegar

CRD 1741885 · 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 Maurice C. Werdegar on its Form ADV as Executive Chairman, a control person.

Firms and roles

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Maurice’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

  • David R. WanekChief Executive Officer, 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 Maurice’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.