Western Pacific Wealth Management, LP
Western Pacific Wealth Management, LP (CRD# 152714) is a financial advisory firm headquartered in Lake Forest, IL. They manage $189,940,889 in 38 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Western Pacific Wealth Management, LP
By the Numbers
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Total Assets Under Management190MILLION
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Total Number of Accounts38ACCOUNTS
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Average Account Value$4,998,444
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, OR, TX
Financial Advisors at Western Pacific Wealth Management, LP
1
William Andersen (CRD# 4344365) is an Investment Advisor Representative working at Western Pacific Wealth Management, LP in Lake Forest, IL and has 1 year of experience in the finance industry.
2
Roger Johnson (CRD# 260212) is an Investment Advisor Representative working at Western Pacific Wealth Management, LP in Lake Forest, IL and has over 37 years of experience in the finance industry.
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