Western Pacific Wealth Management, LP
Firm details
- Headquarters
- Lake Forest, Illinois
- CRD number
- 152714
- Registered since
- September 16, 2010
- Website
- www.westpacwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.93%
- Individuals2.7%
- Charitable Organizations0.37%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Western Pacific Wealth Management, LP is an independent registered investment adviser operating as a limited partnership. The firm is SEC-registered (registration year 2010) and describes itself as a capital allocator that serves both individual/family and institutional clients. Its advisory mandate centers on portfolio management for individuals and small businesses and on selecting third‑party advisers. Fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds17%
- Investment Grade Corp Bonds5%
- US Government Bonds2%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$42.2M in ETFs
13%
$5.3M
6%
$36.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $12.8M | 54,798 | 30.31% |
Location
Lake Forest, IL
Lake
Location
Lake Forest, IL
Headquartered in Lake Forest, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 263 Market Sq
- Time zone
- CT (UTC-6)
- Office locations
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