SourcingSourcing

WESTERN PACIFIC WEALTH MANAGEMENT, LP

A78
CRD 152714·SEC 801-71679·LAKE FOREST, IL
AUM
$205.5M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$617K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD
152714
SEC file #
801-71679
EIN
272138053
DBA names
—

Economics

AUM
$205.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$24.0M → $205.5M▲ +757%
Client mix
Individuals High Net Worth17
Individuals Other15
Charitable Organizations1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
LAKE FOREST IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
westpacwm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANDERSEN CAPITAL INTERNATIONAL,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
ANDERSEN CAPITAL INTERNATIONAL,
JOHNSON FAMILY OFFICE, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WESTPACWM.COM
Rdap Domain Creation Date
2021-06-14T18:22:47Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001907320
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-14
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0001104659-26-044774

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
263 MARKET SQUARE, SUITE BLAKE FOREST, IL 60045
Business
263 MARKET SQUARE, SUITE BLAKE FOREST, IL 60045
Edgar EIN
272138053
Edgar Recent Filings
13F-HR2026-04-17 · 0001104659-26-044774
13F-HR2026-02-04 · 0001104659-26-010210
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-14T18:22:47Z
Rdap Domain Last Changed
2025-06-15T17:31:50Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
JOHNSON, ROGER, LANE
IAR · Direct Owner · 62.5%
260212
ANDERSEN, WILLIAM, ROBERT
IAR · Executive Officer · 2.5%
4344365