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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-30-2016
- Office Locations
- 1
Office Locations
About TTP Investments, Inc.
TTP Investments is a fee-based financial planning and wealth management firm providing individualized portfolio management for individuals, small businesses, and retirement portfolios. It integrates planning with three risk-profiled strategies, investing primarily in U.S. equities and fixed income. Based in San Jose, it serves clients across the U.S. and abroad, has no stated client minimum, and was named by USA Today among the top 500 RIAs.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
HARRIS WAYNE WILLNER
Owner, President
- CRD
- #3146767
- Ownership
- 75% or more
HARRISON CLAY WILLNER
Investment Advisor, Owner
- CRD
- #6171789
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Peter M Ta
Associate
- CRD
- #7815638
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $570,595,563 | $549,707 |
| Non-Discretionary | $0 | -- |
| Total | $570,595,563 | $549,707 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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