Western Pacific Wealth Management, LP
Western Pacific Wealth Management, LP is an SEC-registered wealth manager in Lake Forest, IL with $205.5M assets under management (AUM, regulatory AUM), -5% over one year. See who owns Western Pacific Wealth Management, LP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152714, SEC 801-71679, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $205.5M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Lake Forest, IL
- Employees
- 3
- Clients
- 33
- CRD
- 152714
- Ownership
- RANGER INTERNATIONAL GROUP, LLC; ANDERSEN, WILLIAM, ROBERT; BURSON, THOMAS, EADS; ANDERSEN, KATHERINE, ALAIMO; ANDERSEN CAPITAL INTERNATIONAL, LLC
How much AUM does Western Pacific Wealth Management, LP have?
Western Pacific Wealth Management, LP reported $205.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Western Pacific Wealth Management, LP?
Disclosed owners and executives of Western Pacific Wealth Management, LP include RANGER INTERNATIONAL GROUP, LLC, ANDERSEN, WILLIAM, ROBERT, BURSON, THOMAS, EADS, ANDERSEN, KATHERINE, ALAIMO, ANDERSEN CAPITAL INTERNATIONAL, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.