WESTERN PACIFIC WEALTH MANAGEMENT, LP of LAKE FOREST, IL is an SEC-registered investment adviser (CRD 152714). Regulatory assets under management: $205.5M.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| William Robert Andersen | PORTFOLIO MANAGER; CHIEF COMPLIANCE OFFICER | Lake Forest, IL |
| Roger Lane Johnson | PARTNER | — |
| THOMPSON JOSEPH WHITAKER | COO/CFO | — |
| HACKER NIMROD JAMES | GENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| BURSON THOMAS EADS | CHIEF COMPLIANCE OFFICER | — |
| ELLIOTT JASON CHRISTOPHER | LIMITED PARTNER; MANAGER | — |
| CANON KENNETH SCOTT | LIMITED PARTNER | — |
| JOHNSON ROGER LANE | PARTNER | — |
| ANDERSEN WILLIAM ROBERT | MANAGING MEMBER; PORTFOLIO MANAGER; PORTFOLIO MANAGER; CHIEF COMPLIANCE OFFICER | — |
| ANDERSEN KATHERINE ALAIMO | COMPLIANCE ASSOCIATE | — |
| MIDDLESWART JEFFERY BRENT | ASSISTANT PORTFOLIO MANAGER | — |
| Hasbani Mark | CHIEF COMPLIANCE OFFICER | — |