Western Pacific Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Western Pacific Wealth Management reports 33 clients. They include 17 high-net-worth individuals, 15 individual clients and 1 charitable organization. Of its assets, 100.0% ($206M across 33 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 3% |
| High-net-worth individuals | 52% | 97% |
| Charitable organizations | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 15 | $5.54M | 2.7% | $370K |
| High-net-worth individuals | 17 | $199M | 96.9% | $11.7M |
| Charitable organizations | 1 | $758K | 0.4% | $758K |
| Total | 33 | $206M | 100% | $6.23M |
- Clients
- 15
- Regulatory AUM
- $5.54M
- AUM share
- 2.7%
- Avg. per client
- $370K
- Clients
- 17
- Regulatory AUM
- $199M
- AUM share
- 96.9%
- Avg. per client
- $11.7M
- Clients
- 1
- Regulatory AUM
- $758K
- AUM share
- 0.4%
- Avg. per client
- $758K
Total
- Clients
- 33
- Regulatory AUM
- $206M
- AUM share
- 100%
- Avg. per client
- $6.23M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Western Pacific Wealth Management charges 1.00% a year for its Separate Accounts. The fee is billed in advance and is negotiable.
Fee details and sources
Andersen Capital International, LLC owns 75% or more of Western Pacific Wealth Management. The leadership team of Western Pacific Wealth Management includes Chief Compliance Officer William Andersen. It has 3 employees, 2 of them in advisory roles.
Leadership
- William AndersenPortfolio Manager; Chief Compliance Officer
- Roger JohnsonPartner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Western Pacific Wealth Management, LP
Andersen Capital International, LLC
Control person · since May 2010
- Owns 50% to 75% of Western Pacific Wealth Management, LP
Roger Johnson
Control person · since July 2022
- Owns 50% to 75% of Western Pacific Wealth Management, LP
Johnson Family Office, LLC
Control person · since July 2022
Western Pacific Wealth Management’s regulatory assets grew 1.8× from $114M (June 2021) to $206M (March 2026); clients rose from 12 to 33 and employees from 1 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $206M | 33 | 3 | 2 |
| March 2025 | $217M | 36 | 3 | 2 |
| March 2024 | $190M | 38 | 3 | 2 |
| May 2023 | $172M | 37 | 3 | 2 |
| March 2022 | $214M | 21 | 3 | 1 |
| June 2021 | $114M | 12 | 1 | 1 |
Besides its headquarters, Western Pacific Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Illinois.
Illinois · 1 listed address
- 263 Market Square, Suite B, Lake ForestHQ
Contact and registration details
- Legal name
- Western Pacific Wealth Management, LP
- Headquarters
- 263 Market Square, Suite B, Lake Forest, IL 60045
- Website
- westpacwm.com
- Phone
- 847-987-8015
- SEC file
- 801-71679
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Western Pacific Wealth Management uses Charles Schwab ($212M) as custodian for its separately managed accounts. Western Pacific Wealth Management does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $212M100%
At year end, Western Pacific Wealth Management’s separately managed accounts were largely in funds (39%) and stocks (35%). Its reported 13F holdings for the quarter ended 30 June 2026 total $111M across 181 positions; the largest are Vanguard Dividend Appreciation ETF (11.7%), Vanguard High Dividend Yield Index ETF (10.8%) and Apple Inc. (7.5%).
What the accounts hold
- Stocks35%
- Funds39%
- Bonds14%
- U.S. government and agency bonds11%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash12%
Reported 13F holdings
- $111M
- Reported 13F value
- 181
- Positions
- 66.4%
- In the 10 largest
- +12.5%
- Value vs. prior quarter
- Vanguard Dividend Appreciation ETFETF11.7%
- Vanguard High Dividend Yield Index ETFETF10.8%
- Apple Inc.7.5%
- Alphabet Inc. Cap Stk CL A7.0%
- Amazon Com Inc.6.4%
- Nvidia Corporation6.0%
- Microsoft Corp.4.4%
- Berkshire Hathaway Inc. Del CL B New4.3%
- Oakmark U.S. Large Cap ETFETF4.2%
- Alphabet Inc. Cap Stk CL C4.1%
Together, the ten largest are 66.4% of reported value.
How many clients does Western Pacific Wealth Management have?
Western Pacific Wealth Management has 33 clients and manages $206 million for them, as of March 2026. They include 17 high-net-worth individuals, 15 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Western Pacific Wealth Management offer?
Western Pacific Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Western Pacific Wealth Management charge?
Western Pacific Wealth Management charges 1.00% a year for its Separate Accounts. The fee is billed in advance and is negotiable.
Which custodians does Western Pacific Wealth Management use?
Western Pacific Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $212M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Western Pacific Wealth Management have?
Western Pacific Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Western Pacific Wealth Management invest in?
At the end of its last fiscal year, Western Pacific Wealth Management’s separately managed accounts held 39% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 12% cash and equivalents, 11% U.S. government and agency bonds, 2% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Western Pacific Wealth Management?
Western Pacific Wealth Management’s direct owners are Andersen Capital International, LLC (75% or more), Roger Johnson (50% to 75%) and Johnson Family Office, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Western Pacific Wealth Management get paid?
Western Pacific Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Western Pacific Wealth Management registered with the SEC?
Yes, Western Pacific Wealth Management has been registered with the SEC as an investment adviser since 16 September 2010. Its CRD number is 152714 and its SEC file number is 801-71679.
Source: Form ADV Part 1A, Item 1, filed 6 March 2026; IAPD firm record
How do I contact Western Pacific Wealth Management?
Western Pacific Wealth Management’s main office is at 263 Market Square, Suite B, Lake Forest, IL 60045. Its phone number is 847-987-8015. Its website is westpacwm.com.