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The fee is billed in advance and is negotiable.","source":"ADV PART 2A (2026), filed 6 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Western Pacific Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Western Pacific Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Western Pacific Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Western Pacific Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Western Pacific Wealth Management get paid?","answer":"Western Pacific Wealth Management is paid through a percentage of assets under management. 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