Western Pacific Wealth Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Lake Forest, IL. Its latest Form ADV filing, dated March 6, 2026, reports $206M in regulatory assets under management, 3 employees, 1 office, and 33 accounts.
Assets Under Management
$206M
Employees
3
Offices
1 office
Total Clients
33
Primary office
LAKE FOREST, IL
263 MARKET SQUARE, SUITE B, LAKE FOREST, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.5% of total clients.
Top client categories% of clientsClients
1
HNWI
51.5%
17
2
Individuals
45.5%
15
3
Charitable
3.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$206Mas of March 6, 2026
Discretionary100.0%
$206M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$206M
Total Accounts33
10Y AUM Change+$154M (+297.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee11:1
10Y Employee Change-16 (-84.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.