WESTERN PACIFIC WEALTH MANAGEMENT, LP

LAKE FOREST, Illinois·3 registered advisors·CRD# 152714
SEC# 801-716791(847) 987-8015
01

Firm Overview

AUM
$190M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at WESTERN PACIFIC WEALTH MANAGEMENT, LP

3 registered advisors
Jeffery Brent Middleswart
LAKE FOREST, Illinois
Roger Lane Johnson
LAKE FOREST, Illinois
William Robert Andersen
LAKE FOREST, Illinois
05

Office Locations

LAKE FOREST, Illinois
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. WESTERN PACIFIC WEALTH MANAGEMENT, LP (CRD# 152714) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.