WESTERN PACIFIC WEALTH MANAGEMENT, LP

263 Market Square
Suite B
Lake Forest, Illinois 60045
Tel: (847) 987-8015

About WESTERN PACIFIC WEALTH MANAGEMENT, LP

WESTERN PACIFIC WEALTH MANAGEMENT, LP, formally registered with the SEC as WESTERN PACIFIC WEALTH MANAGEMENT, LP. The firm was established in 09/16/2010. They have over 2 offices throughout the country.

WESTERN PACIFIC WEALTH MANAGEMENT, LP is a Lake Forest, Illinois based Financial Planning firm with nearly $189,940,889 assets under management, offering retirement planning & investment advisory services to 38 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152714
SEC#	801-71679
Assets Managed by Firm	$189,940,889
No. of Clients	38
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	38	$189,940,889
Individuals (other than high net worth individuals)	22	$7,890,101
High net worth individuals	16	$182,050,788

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