WESTERN PACIFIC WEALTH MANAGEMENT, LP
Adviser information for WESTERN PACIFIC WEALTH MANAGEMENT, LP last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 37 | $107.5M |
| Non-Discretionary | 1 | $82.5M |
| Total | 38 | $189.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 22 | $7.9M |
| HNW Individuals | 16 | $182.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Principal Office
263 MARKET SQUARESUITE B
LAKE FOREST
IL
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: (847) 987-8015, Fax: None
Websites
Chief Compliance Officer
WILLIAM ANDERSEN
FOUNDING PRINCIPAL
263 MARKET SQUARE
SUITE B
LAKE FOREST
IL
United States
Tel:
847-987-8015
B********@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ACM INVESTMENTS (GP), LLC | Domestic Entity | – | GENERAL PARTNER | 05/2010 | < 5% |
| ANDERSEN, WILLIAM, ROBERT | Individual | – | PORTFOLIO MANAGER; CHIEF COMPLIANCE OFFICER | 05/2010 | < 5% |
| ANDERSEN CAPITAL INTERNATIONAL, LLC | Domestic Entity | – | LIMITED PARTNER | 05/2010 | > 75% |
| JOHNSON, ROGER, LANE | Individual | – | PARTNER | 07/2022 | 50-75% |
| JOHNSON FAMILY OFFICE, LLC | Domestic Entity | – | OWNER | 07/2022 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AMAZON COM INC COM | Stock | 8M | 40K | – |
| SEALED AIR CORP NEW COM | Stock | 212K | 6K | – |
| INVESCO QQQ TRUST SERIES I | ETF | 114K | 238 | – |
| STARBUCKS CORP COM | Stock | 103K | 1K | – |
| SEMPRA COM | Stock | 122K | 2K | – |
| ELEVANCE HEALTH INC COM | Stock | 77K | 142 | – |
| MONSTER BEVERAGE CORP NEW COM | Stock | 110K | 2K | – |
| JOHNSON & JOHNSON COM | Stock | 460K | 3K | – |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 3K | 11 | – |
| INVESCO WATER RESOURCES ETF | ETF | 7K | 100 | – |
| ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | Stock | 24K | 700 | – |
| VANGUARD EXTENDED MARKET ETF | ETF | 25K | 150 | – |
| COSTCO WHSL CORP NEW COM | Stock | 2M | 2K | – |
| HCA HEALTHCARE INC COM | Stock | 13K | 40 | – |
| LAS VEGAS SANDS CORP COM | Stock | 43K | 970 | – |
| SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF | ETF | 94K | 2K | – |
| ATLANTA BRAVES HLDGS INC COM SER C | Stock | 20K | 506 | – |
| ATLANTA BRAVES HLDGS INC COM SER A | Stock | 6K | 140 | – |
| PROCTER AND GAMBLE CO COM | Stock | 198K | 1K | – |
| COCA COLA CO COM | Stock | 63K | 996 | – |
| OCCIDENTAL PETE CORP COM | Stock | 38K | 599 | – |
| CME GROUP INC COM | Stock | 42K | 214 | – |
| PROLOGIS INC. COM | REIT | 28K | 249 | – |
| SANOFI SPONSORED ADR | ADR | 2K | 50 | – |
| MERCK & CO INC COM | Stock | 203K | 2K | – |
| SPDR S&P 500 ETF TRUST | ETF | 388K | 714 | – |
| THE TRADE DESK INC COM CL A | Stock | 98K | 1K | – |
| MASTERCARD INCORPORATED CL A | Stock | 523K | 1K | – |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | REIT | 90K | 5K | – |
| VERIZON COMMUNICATIONS INC COM | Stock | 62K | 2K | – |
| PEPSICO INC COM | Stock | 190K | 1K | – |
| KIMBERLY-CLARK CORP COM | Stock | 4K | 26 | – |
| INTERPUBLIC GROUP COS INC COM | Stock | 184K | 6K | – |
| OKTA INC CL A | Stock | 148K | 2K | – |
| TRANE TECHNOLOGIES PLC SHS | Stock | 987 | 3 | – |
| FIRSTENERGY CORP COM | Stock | 36K | 945 | – |
| US BANCORP DEL COM NEW | Stock | 139K | 4K | – |
| BP PLC SPONSORED ADR | ADR | 2K | 50 | – |
| HOME DEPOT INC COM | Stock | 34K | 99 | – |
| STARWOOD PPTY TR INC COM | REIT | 50K | 3K | – |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 48K | 200 | – |
| VERISK ANALYTICS INC COM | Stock | 270K | 1K | – |
| BHP GROUP LTD SPONSORED ADS | ADR | 3K | 47 | – |
| SOUTHERN CO COM | Stock | 52K | 671 | – |
| BECTON DICKINSON & CO COM | Stock | 86K | 367 | – |
| MONGODB INC CL A | Stock | 14K | 55 | – |
| SCHWAB U.S. BROAD MARKET ETF | ETF | 32K | 517 | – |
| SCHWAB INTERNATIONAL EQUITY ETF | ETF | 4K | 115 | – |
| OLD NATL BANCORP IND COM | Stock | 9K | 532 | – |
| IQVIA HLDGS INC COM | Stock | 124K | 585 | – |
| UNITED STATES 12 MONTH NATURAL GAS FUND LP | ETF | 330 | 40 | – |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 3M | 8K | – |
| ADOBE INC COM | Stock | 14K | 25 | – |
| EXELON CORP COM | Stock | 68K | 2K | – |
| ALPHABET INC CAP STK CL A | Stock | 4M | 24K | – |
| FISERV INC COM | Stock | 218K | 1K | – |
| OREILLY AUTOMOTIVE INC COM | Stock | 107K | 101 | – |
| INTUIT COM | Stock | 166K | 252 | – |
| UNILEVER PLC SPON ADR NEW | ADR | 5K | 84 | – |
| NEWMONT CORP COM | Stock | 88K | 2K | – |
| IQIYI INC SPONSORED ADS | ADR | 4K | 1K | – |
| COMCAST CORP NEW CL A | Stock | 171K | 4K | – |
| MICROSOFT CORP COM | Stock | 6M | 13K | – |
| WARNER BROS DISCOVERY INC COM SER A | Stock | 103K | 14K | – |
| IQ MERGER ARBITRAGE ETF | ETF | 63K | 2K | – |
| DTE ENERGY CO COM | Stock | 124K | 1K | – |
| ARES CAPITAL CORP COM | CEF | 242K | 12K | – |
| AMERICA MOVIL SAB DE CV SPON ADS RP CL B | ADR | 51K | 3K | – |
| BOEING CO COM | Stock | 54K | 295 | – |
| COPART INC COM | Stock | 99K | 2K | – |
| NIKE INC CL B | Stock | 46M | 607K | – |
| TESLA INC COM | Stock | 856K | 4K | – |
| LINDE PLC SHS | Stock | 118K | 269 | – |
| CROWN CRAFTS INC COM | Stock | 5K | 1K | – |
| BROOKFIELD CORP CL A LTD VT SH | Stock | 16K | 391 | – |
| CENTERPOINT ENERGY INC COM | Stock | 52K | 2K | – |
| VANECK DURABLE HIGH DIVIDEND ETF | ETF | 81K | 3K | – |
| DOW INC COM | Stock | 13K | 248 | – |
| WINTRUST FINL CORP COM | Stock | 416K | 4K | – |
| KKR & CO INC COM | Stock | 40K | 382 | – |
| UBER TECHNOLOGIES INC COM | Stock | 295K | 4K | – |
| HOWARD HUGHES HOLDINGS INC COM | Stock | 121K | 2K | – |
| CORTEVA INC COM | Stock | 2K | 31 | – |
| GENERAL MTRS CO COM | Stock | 280K | 6K | – |
| COSTAMARE INC SHS | Stock | 934 | 57 | – |
| ELI LILLY & CO COM | Stock | 45K | 50 | – |
| FABRINET SHS | Stock | 102K | 416 | – |
| ISHARES RUSSELL 2000 ETF | ETF | 178K | 876 | – |
| APOLLO GLOBAL MGMT INC COM | Stock | 108K | 916 | – |
| DUKE ENERGY CORP NEW COM NEW | Stock | 217K | 2K | – |
| MICRON TECHNOLOGY INC COM | Stock | 44K | 338 | – |
| BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A | Stock | 11K | 329 | – |
| FREEPORT-MCMORAN INC CL B | Stock | 135K | 3K | – |
| CHIPOTLE MEXICAN GRILL INC COM | Stock | 197K | 3K | – |
| WOODSIDE ENERGY GROUP LTD SPONSORED ADR | ADR | 301 | 16 | – |
| SONY GROUP CORP SPONSORED ADR | ADR | 2K | 29 | – |
| OCCIDENTAL PETE CORP WT EXP 080327 | Stock | 12K | 283 | – |
| EATON VANCE MUNI INCOME TRUST SH BEN INT | CEF | 8K | 750 | – |
| QUANTUMSCAPE CORP COM CL A | Stock | 984 | 200 | – |
| SNOWFLAKE INC CL A | Stock | 14K | 100 | – |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 2M | 62K | – |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 5K | 68 | – |
| RECURSION PHARMACEUTICALS INC CL A | Stock | 150 | 20 | – |
| VANECK CEF MUNI INCOME ETF | ETF | 7K | 300 | – |
| ORGANON & CO COMMON STOCK | Stock | 248 | 12 | – |
| VISA INC COM CL A | Stock | 433K | 2K | – |
| WENDYS CO COM | Stock | 107K | 6K | – |
| TRAEGER INC COMMON STOCK | Stock | 2K | 1K | – |
| RIVIAN AUTOMOTIVE INC COM CL A | Stock | 121 | 9 | – |
| COSTAR GROUP INC COM | Stock | 37K | 501 | – |
| PHILLIPS 66 COM | Stock | 119K | 845 | – |
| DOORDASH INC CL A | Stock | 202K | 2K | – |
| META PLATFORMS INC CL A | Stock | 2M | 4K | – |
| ASML HOLDING N V N Y REGISTRY SHS | ADR | 315K | 308 | – |
| VANECK MORNINGSTAR WIDE MOAT ETF | ETF | 446K | 5K | – |
| SERVICENOW INC COM | Stock | 160K | 204 | – |
| BCE INC COM NEW | Stock | 2K | 58 | – |
| AUTONATION INC COM | Stock | 16K | 100 | – |
| PALO ALTO NETWORKS INC COM | Stock | 611K | 2K | – |
| TOLL BROTHERS INC COM | Stock | 141K | 1K | – |
| CARLYLE GROUP INC COM | Stock | 119K | 3K | – |
| HALEON PLC SPON ADS | ADR | 799 | 97 | – |
| MONDELEZ INTL INC CL A | Stock | 98K | 1K | – |
| BROADCOM INC COM | Stock | 93K | 58 | – |
| MARTIN MARIETTA MATLS INC COM | Stock | 100K | 184 | – |
| ROYAL BK CDA COM | Stock | 4K | 33 | – |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | Stock | 4K | 97 | – |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | 92K | 303 | – |
| KROGER CO COM | Stock | 75K | 2K | – |
| NICE LTD SPONSORED ADR | ADR | 1K | 8 | – |
| NVIDIA CORPORATION COM | Stock | 5M | 41K | – |
| CUMMINS INC COM | Stock | 99K | 357 | – |
| EOG RES INC COM | Stock | 220K | 2K | – |
| WHEATON PRECIOUS METALS CORP COM | Stock | 80K | 2K | – |
| ABBVIE INC COM | Stock | 167K | 973 | – |
| S&P GLOBAL INC COM | Stock | 93K | 209 | – |
| INTERACTIVE BROKERS GROUP INC COM CL A | Stock | 135K | 1K | – |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S A | Stock | 22K | 350 | – |
| KENVUE INC COM | Stock | 14K | 794 | – |
| ZOETIS INC CL A | Stock | 100K | 574 | – |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | ADR | 229K | 1K | – |
| BLACKSTONE INC COM | Stock | 83K | 669 | – |
| ZIMMER BIOMET HOLDINGS INC COM | Stock | 17K | 155 | – |
| LIBERTY MEDIA CORP DEL COM LBTY LIV S C | Stock | 1K | 29 | – |
| LIBERTY MEDIA CORP DEL COM LBTY LIV S A | Stock | 525 | 14 | – |
| STRYKER CORPORATION COM | Stock | 65K | 191 | – |
| T-MOBILE US INC COM | Stock | 1K | 7 | – |
| BLACKSTONE MTG TR INC COM CL A | REIT | 2K | 129 | – |
| INTUITIVE SURGICAL INC COM NEW | Stock | 992K | 2K | – |
| MCDONALDS CORP COM | Stock | 121K | 475 | – |
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 241K | 2K | – |
| CAPITAL ONE FINL CORP COM | Stock | 368K | 3K | – |
| ADVANCED MICRO DEVICES INC COM | Stock | 358K | 2K | – |
| WISDOMTREE U.S. HIGH DIVIDEND FUND | ETF | 98K | 1K | – |
| ENERGY SELECT SECTOR SPDR FUND | ETF | 109K | 1K | – |
| ISHARES BIOTECHNOLOGY ETF | ETF | 413 | 3 | – |
| ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 171K | 1K | – |
| FRESHPET INC COM | Stock | 69K | 533 | – |
| SPDR S&P REGIONAL BANKING ETF | ETF | 91K | 2K | – |
| VEEVA SYS INC CL A COM | Stock | 50K | 273 | – |
| CHARTER COMMUNICATIONS INC NEW CL A | Stock | 87K | 290 | – |
| ISHARES S&P 500 VALUE ETF | ETF | 55K | 301 | – |
| AMBEV SA SPONSORED ADR | ADR | 4K | 2K | – |
| ISHARES CORE S&P 500 ETF | ETF | 7K | 13 | – |
| WELLS FARGO CO NEW COM | Stock | 509K | 9K | – |
| UNION PAC CORP COM | Stock | 77K | 341 | – |
| RIO TINTO PLC SPONSORED ADR | ADR | 77K | 1K | – |
| SALESFORCE INC COM | Stock | 1M | 5K | – |
| LOCKHEED MARTIN CORP COM | Stock | 54K | 116 | – |
| JPMORGAN CHASE & CO. COM | Stock | 266K | 1K | – |
| CHEVRON CORP NEW COM | Stock | 70K | 447 | – |
| CONOCOPHILLIPS COM | Stock | 48K | 419 | – |
| DANAHER CORPORATION COM | Stock | 84K | 338 | – |
| BANK AMERICA CORP COM | Stock | 180K | 5K | – |
| WALMART INC COM | Stock | 384K | 6K | – |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 65K | 375 | – |
| ORACLE CORP COM | Stock | 331K | 2K | – |
| TEXAS INSTRS INC COM | Stock | 140K | 719 | – |
| TARGET CORP COM | Stock | 20K | 138 | – |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 6M | 48K | – |
| PFIZER INC COM | Stock | 103K | 4K | – |
| ALPHABET INC CAP STK CL C | Stock | 3M | 19K | – |
| AMERICAN EXPRESS CO COM | Stock | 147K | 634 | – |
| AMGEN INC COM | Stock | 48K | 155 | – |
| ANALOG DEVICES INC COM | Stock | 21K | 92 | – |
| PAYCOM SOFTWARE INC COM | Stock | 232K | 2K | – |
| VANGUARD UTILITIES ETF | ETF | 220K | 1K | – |
| WILLIAMS COS INC COM | Stock | 30K | 711 | – |
| AGNICO EAGLE MINES LTD COM | Stock | 105K | 2K | – |
| HDFC BANK LTD SPONSORED ADS | ADR | 69K | 1K | – |
| BANK MONTREAL QUE COM | Stock | 3K | 32 | – |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 8M | 42K | – |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | Stock | 50K | 700 | – |
| BROOKFIELD INFRAST PARTNERS LP LP INT UNIT | Stock | 45K | 2K | – |
| ISHARES S&P MID-CAP 400 VALUE ETF | ETF | 76K | 668 | – |
| LIBERTY BROADBAND CORP COM SER C | Stock | 150K | 3K | – |
| CNA FINL CORP COM | Stock | 5K | 106 | – |
| NNN REIT INC COM | REIT | 22K | 505 | – |
| ARK GENOMIC REVOLUTION ETF | ETF | 7K | 310 | – |
| LAM RESEARCH CORP COM | Stock | 154K | 145 | – |
| PHILIP MORRIS INTL INC COM | Stock | 48K | 471 | – |
| PNC FINL SVCS GROUP INC COM | Stock | 112K | 719 | – |
| DOMINION ENERGY INC COM | Stock | 46K | 932 | – |
| CITIGROUP INC COM NEW | Stock | 96K | 2K | – |
| AGILENT TECHNOLOGIES INC COM | Stock | 62K | 475 | – |
| EXXON MOBIL CORP COM | Stock | 267K | 2K | – |
| UNITEDHEALTH GROUP INC COM | Stock | 464K | 910 | – |
| PRICE T ROWE GROUP INC COM | Stock | 73K | 635 | – |
| ARK INNOVATION ETF | ETF | 58K | 1K | – |
| DEERE & CO COM | Stock | 115K | 309 | – |
| COLGATE PALMOLIVE CO COM | Stock | 49K | 510 | – |
| AMERICAN INTL GROUP INC COM NEW | Stock | 257K | 3K | – |
| POSCO HOLDINGS INC SPONSORED ADR | ADR | 1K | 21 | – |
| GRAYSCALE BITCOIN TRUST | ETF | 106K | 2K | – |
| NOVO-NORDISK A S ADR | ADR | 11K | 80 | – |
| SAP SE SPON ADR | ADR | 6K | 30 | – |
| LIBERTY LATIN AMERICA LTD COM CL C | Stock | 404 | 42 | – |
| PAYPAL HLDGS INC COM | Stock | 179K | 3K | – |
| SCHWAB CHARLES CORP COM | Stock | 316K | 4K | – |
| AUTOZONE INC COM | Stock | 273K | 92 | – |
| CBRE GROUP INC CL A | Stock | 181K | 2K | – |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | 8K | 152 | – |
| APPLE INC COM | Stock | 13M | 61K | – |
| GSK PLC SPONSORED ADR | ADR | 3K | 78 | – |
| PJT PARTNERS INC COM CL A | Stock | 540 | 5 | – |
| ABBOTT LABS COM | Stock | 135K | 1K | – |
| DISNEY WALT CO COM | Stock | 55K | 552 | – |
| LIVE NATION ENTERTAINMENT INC COM | Stock | 81K | 866 | – |
| FERRARI N V COM | Stock | 125K | 305 | – |