WESTERN PACIFIC WEALTH MANAGEMENT, LP

CRD 152714File 801-71679

APPROVED

Retail clients

Filing as of Mar 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$205.5M

Below cohort median (national)

Discretionary AUM

$205.5M

Clients

33 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.