# Western Pacific Wealth Management, LP

> 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.

- CRD: 152714
- Filed as: WESTERN PACIFIC WEALTH MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Forest, IL
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152714
- AdvisorCensus page: https://advisorcensus.com/firm/western-pacific-wealth-management-lp-lake-forest-il-152714

## Quick answers

**How is Western Pacific Wealth Management, LP compensated?**
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.

**What does Western Pacific Wealth Management, LP's brochure say about its fees?**
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.

**Where is Western Pacific Wealth Management, LP located?**
Western Pacific Wealth Management, LP's principal office is in Lake Forest, IL, according to its Form ADV.

**Is Western Pacific Wealth Management, LP registered with the SEC or a state?**
Western Pacific Wealth Management, LP is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 152714.

**How much does Western Pacific Wealth Management, LP manage?**
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).

**How have Western Pacific Wealth Management, LP's assets and staff changed since 2021?**
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.

**What types of clients does Western Pacific Wealth Management, LP serve?**
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).

**Which custodians does Western Pacific Wealth Management, LP use?**
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.

**Does Western Pacific Wealth Management, LP report any disciplinary disclosures?**
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

**Does Western Pacific Wealth Management, LP state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Asset-based fee: 1% of assets a year

> 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.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $205,539,281
- Discretionary: $205,539,281
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $5,542,908 |
| High net worth individuals | 17 | $199,238,367 |
| Charitable organizations | 1 | $758,006 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- westpacwm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $114,375,000 | 1 | September 14, 2021 |
| October 2022 | $214,012,759 | 3 | March 16, 2022 |
| October 2023 | $171,597,328 | 3 | May 12, 2023 |
| October 2024 | $189,940,889 | 3 | March 26, 2024 |
| October 2025 | $217,341,856 | 3 | March 24, 2025 |
| October 2026 | $205,539,281 | 3 | March 6, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Western Pacific Wealth Management, LP (CRD 152714): Form ADV filing data as of October 2026.