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Western Pacific Wealth Management, LP

● SEC registered since 2010CRD 152714SEC# 801-71679Lake Forest, IL
Export (members)
Reg. AUM
$217.3M
Employees
3
Accounts
36
Location
Lake Forest, IL

Western Pacific Wealth Management, LP assets under management

Western Pacific Wealth Management, LP operates as an SEC-registered investment adviser based in Lake Forest, IL. The firm has been registered since 2010. It reports $217.3 million in regulatory assets under management and employs 3 people.
www.westpacwm.comView on SEC.gov ↗

Western Pacific Wealth Management, LP owners & executives

5 reported
NameTitleOwnershipSince
Acm Investments (GP), LLC ControlGeneral PartnerUnder 5%2010
Andersen Capital International, LLC ControlLimited PartnerOver 75%2010
Johnson Family Office, LLC ControlOwner50-75%2022
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Frequently asked questions

How much does Western Pacific Wealth Management, LP manage?

Western Pacific Wealth Management, LP reports $217.3 million in regulatory assets under management on its Form ADV.

How many employees does Western Pacific Wealth Management, LP have?

Western Pacific Wealth Management, LP reports 3 employees.

Where is Western Pacific Wealth Management, LP located?

Western Pacific Wealth Management, LP is based in Lake Forest, IL and has been SEC-registered since 2010.

Does Western Pacific Wealth Management, LP disclose fund performance?

Western Pacific Wealth Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address263 Market Square, Suite B, Lake Forest, IL 60045
Phone(847) 987-8015
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$134.7M
Non-discretionary$82.6M
Total (RAUM)$217.3M