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 organized as a limited partnership and SEC-registered since 2010. The firm functions as a capital allocator and adviser, managing portfolios for individuals, families, small businesses and institutional clients. Its advisory work centers on discretionary portfolio management and the selection of third‑party managers on behalf of clients. Compensation is charged as a percentage of assets under management. The firm does not identify as an active ESG investor and does not report multi‑state adviser status or pension consulting activity.
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%
Contacts
2 of 2William Andersen
Founding PrincipalCRD 4344365
Roger Johnson
PrincipalCRD 260212
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$38.8M in ETFs
13%
$5.2M
2%
$33.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $12.9M | 54,660 | 33.31% |
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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