{
  "crd_number": 152714,
  "slug": "western-pacific-wealth-management-lp-lake-forest-il-152714",
  "primary_business_name": "WESTERN PACIFIC WEALTH MANAGEMENT, LP",
  "legal_name": "WESTERN PACIFIC WEALTH MANAGEMENT, LP",
  "dbas": [],
  "city": "Lake Forest",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-09-16",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-03-06",
  "carried_forward": false,
  "raum_total": 205539281.0,
  "raum_discretionary": 205539281.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 758006.0,
      "count": 1
    },
    "individuals": {
      "raum": 5542908.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 199238367.0,
      "count": 17
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL",
    "OR",
    "TX"
  ],
  "websites": [
    "https://westpacwm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152714",
  "city_as_filed": "LAKE FOREST",
  "url": "https://advisorcensus.com/firm/western-pacific-wealth-management-lp-lake-forest-il-152714",
  "display_name": "Western Pacific Wealth Management, LP",
  "summary": "Western Pacific Wealth Management, LP is an SEC-registered investment advisory firm in Lake Forest, IL, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.",
  "citation": "AdvisorCensus. Western Pacific Wealth Management, LP (CRD 152714): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Western Pacific Wealth Management, LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Western Pacific Wealth Management, LP reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Western Pacific Wealth Management, LP charge?",
      "a": "Its Form ADV Part 2A brochure dated March 6, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Western Pacific Wealth Management, LP located?",
      "a": "Western Pacific Wealth Management, LP's principal office is in Lake Forest, IL, according to its Form ADV."
    },
    {
      "q": "Is Western Pacific Wealth Management, LP registered with the SEC or a state?",
      "a": "Western Pacific Wealth Management, LP is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 152714."
    },
    {
      "q": "How much does Western Pacific Wealth Management, LP manage?",
      "a": "Western Pacific Wealth Management, LP reports $205,539,281 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Western Pacific Wealth Management, LP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Western Pacific Wealth Management, LP: Regulatory assets under management: $114,375,000 in the October 2021 data and $205,539,281 in the October 2026 data, up 80%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Western Pacific Wealth Management, LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (15); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Western Pacific Wealth Management, LP use?",
      "a": "Western Pacific Wealth Management, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Western Pacific Wealth Management, LP report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152714"
    },
    {
      "q": "Does Western Pacific Wealth Management, LP state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 6, 2026 says: \"Western Pacific has a minimum requirement of $1 million for accepting a new client; this requirement could be spread over more than one account. We may waive the account minimum size at its discretion.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 114375000.0,
      "total_employees": 1,
      "filing_date": "2021-09-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 214012759.0,
      "total_employees": 3,
      "filing_date": "2022-03-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 171597328.0,
      "total_employees": 3,
      "filing_date": "2023-05-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 189940889.0,
      "total_employees": 3,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 217341856.0,
      "total_employees": 3,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 205539281.0,
      "total_employees": 3,
      "filing_date": "2026-03-06"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "Client accounts are assessed an annual fee of 1% of the outstanding balance of their account. This fee is paid by the client to the firm quarterly in advance."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Western Pacific has a minimum requirement of $1 million for accepting a new client; this requirement could be spread over more than one account. We may waive the account minimum size at its discretion."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Client accounts are assessed an annual fee of 1% of the outstanding balance of their account. This fee is paid by the client to the firm quarterly in advance.",
      "Western Pacific has a minimum requirement of $1 million for accepting a new client; this requirement could be spread over more than one account. We may waive the account minimum size at its discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/western-pacific-wealth-management-lp-lake-forest-il-152714.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 5542908.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 17,
      "fewer_than_5": false,
      "raum": 199238367.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 758006.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152714",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}