CRD: 152714
Western Pacific Wealth Management, LP
$205.5M Total AUM
$205.5M Disc. AUM
-- 3Y CAGR
3 Employees
33 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-16-2010
- Office Locations
- 1
Office Locations
263 Market Square, Suite B Lake Forest IL
About Western Pacific Wealth Management, LP
Western Pacific Wealth Management, LP is a Lake Forest-based RIA. The firm has been operating for 15 years. Managing $205.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$102.8M AVG AUM / ADVISOR
$6.2M AVG AUM / CLIENT
5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ROGER LANE JOHNSON
Financial Advisor, General Partner, PARTNER
- CRD
- #260212
- Ownership
- 50% but less than 75%
Available
Available
Available
W
WILLIAM ROBERT ANDERSEN
Chief Compliance Officer, PORTFOLIO MANAGER, Principal
- CRD
- #4344365
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $205,539,281 | $6,228,463 |
| Non-Discretionary | $0 | -- |
| Total | $205,539,281 | $6,228,463 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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