← Back to searchVisit website
WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714 · SEC 801-71679
263 MARKET SQUARE, SUITE B, LAKE FOREST, IL, 60045, United States
Phone
(847) 987-8015
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$205.5M
Discretionary AUM
$205.5M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Partnership
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $5.5M |
| High net worth individuals | 17 | $199.2M |
| Charitable organizations | 1 | $758K |
States served
IL, OR, TX
All web addresses on file
Official SEC filing: View on IAPD