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
263 Market Square, Suite B, Lake Forest, IL 60045
https://www.westpacwm.com/
By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IL, OR, TX

Financial Advisors at Western Pacific Wealth Management, LP
Showing 1 - 2 of 2 top financial advisors.
1
William Andersen, financial advisor Lake Forest IL
William R. Andersen
CRD#: 4344365
263 Market Square, Suite B, Lake Forest, IL 60045

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, financial advisor Lake Forest IL
Roger L. Johnson
CRD#: 260212
263 Market Square, Suite B, Lake Forest, IL 60045

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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