Western Pacific Wealth Management, LP
● SEC registered since 2010CRD 152714SEC# 801-71679Lake Forest, IL
Reg. AUM
$205.5M
Employees
3
Accounts
33
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 $205.5 million in regulatory assets under management and employs 3 people.
Western Pacific Wealth Management, LP owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Acm Investments (GP), LLC Control | General Partner | Under 5% | 2010 |
| Andersen Capital International, LLC Control | Limited Partner | Over 75% | 2010 |
| Johnson Family Office, LLC Control | Owner | 50-75% | 2022 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Western Pacific Wealth Management, LP manage?
Western Pacific Wealth Management, LP reports $205.5 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
| Address | 263 Market Square, Suite B, Lake Forest, IL 60045 |
| Phone | (847) 987-8015 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$205.5M▼ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$205.5Mregulatory AUM
Discretionary $205.5M