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WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714File 801-71679
APPROVED
Retail clients
Filing as of Mar 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$205.5M
Below cohort median (national)
Discretionary AUM
$205.5M
Clients
33
33 accounts
Employees
3
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 16, 2010
- Principal office
- 263 MARKET SQUARE, SUITE B, LAKE FOREST, IL, 60045
- Phone
- (847) 987-8015
- Website
- https://www.westpacwm.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $205.5M
- Discretionary AUM
- $205.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 33
- Non-discretionary accounts
- 0
- Total accounts
- 33
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $758K |
| High net worth individuals | 17 | $199.2M |
| Individuals (other than high net worth individuals) | 15 | $5.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 36 | 33 | decreased by3 |
| Apr 1, 2026 | AUM | $217,341,856 | $205,539,281 | decreased by$11,802,575 |
| Apr 1, 2026 | Accounts | 36 | 33 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 21 | 36 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $214,012,759 | $217,341,856 | increased by$3,329,097 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 74 | 36 | decreased by38 |
| Apr 1, 2022 | Employees | 1 | 3 | increased by2 |
| Apr 1, 2022 | Clients | 12 | 21 | increased by9 |
| Apr 1, 2022 | AUM | $114,375,000 | $214,012,759 | increased by$99,637,759 |
| Apr 1, 2022 | Accounts | 12 | 74 | increased by62 |
| Jun 1, 2021 | Clients | 7 | 12 | increased by5 |
| Jun 1, 2021 | AUM | $12,000,000 | $114,375,000 | increased by$102,375,000 |
| Jun 1, 2021 | Accounts | 7 | 12 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WESTERN PACIFIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WESTERN PACIFIC” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.