AdFi
TI

TTP Investments, Inc.

SEC Registered

Investment Advice Since 1998

San Jose, CAhttps://ttp-investments.com408-879-0399
Assets Under Management
$500M–$1B
Year Founded
1998
Employees
3
Office Locations
1 office
Total Accounts
1038

About the firm

TTP Investments is an investment advisory company serving the needs of individuals, businesses, estates, foundations, and trusts, supporting clients across the greater United States, the Middle East, Europe, and Asia. The firm integrates financial planning with portfolio management and has grown its assets under management to over $629 million since 1998. TTP Investments was recognized by USA Today as being among the top 500 investment advisory firms nationwide.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Areas of expertise

Portfolio ManagementFinancial PlanningCollege PlanningWealth ManagementRetirement PlanningU.S. EquitiesFixed IncomeFee-based Advisory

Services

Portfolio management, financial planning, and college planning; the firm is a fee-based financial planning and wealth management firm helping clients build, manage, grow, and protect their assets through life's transitions.

Who they serve

Individuals, businesses, estates, foundations, and trusts across the greater United States, the Middle East, Europe, and Asia; the firm has no client minimum.

Client segmentClientsAssets managed
Individuals (Non-HNW)226$70M
High Net Worth Individuals155$500M
State/Municipal Entities1

Leadership

Harris Wayne Willner
PRESIDENT & OWNER

Office locations

1 office in 1 state
CA
San JoseHQ

Advisors at this firm

3 advisors in the directory

Regulatory & compliance

CRD number
#284082
SEC Number
801-107967
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Other
Asset tierAnnual rate
Growth Portfolio Assets0.90%
Balanced Portfolio Assets0.90%
Conservative Portfolio Assets0.50%

Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TTP Investments, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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TTP Investments, Inc. in San Jose, CA | AdvisorFinder