# WESTERN PACIFIC WEALTH MANAGEMENT, LP

WESTERN PACIFIC WEALTH MANAGEMENT, LP of LAKE FOREST, IL is an SEC-registered investment adviser.

## Registration

- CRD: 152714
- Type: SEC-registered investment adviser
- SEC file number: 801-71679
- Location: 263 MARKET SQUARE, SUITE B, LAKE FOREST, IL, 60045
- Phone: (847) 987-8015
- Latest filing: 2026-03-06
- Regulatory AUM: $205.5M
- Discretionary AUM: $205.5M
- Clients: 3
- Accounts: 33

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (12)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152714/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152714/similar
- Related entities: https://search.stillhousedata.com/firm/152714/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152714

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.