WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD #152714 SEC #801-71679 LAKE FOREST, IL (847) 987-8015
SEC Registered
Total AUM
$217.3M
Discretionary
$134.7M
Employees
3
Clients
0
Accounts
36
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $217.3M | $134.7M | $82.6M | 3 | 0 |
| Mar 2024 | $189.9M | $107.5M | $82.5M | 3 | 0 |
| May 2023 | $171.6M | $90.3M | $81.3M | 3 | 0 |
| Mar 2023 | $171.6M | $90.3M | $81.3M | 3 | 0 |
| Mar 2022 | $214M | $88.1M | $125.9M | 3 | 0 |
| Sep 2021 | $114.4M | $12.6M | $101.8M | 1 | 0 |
| Aug 2021 | $114.4M | $12.6M | $101.8M | 1 | 0 |
| Jun 2021 | $114.4M | $12.6M | $101.8M | 1 | 0 |
| May 2021 | $114.4M | $12.6M | $101.8M | 1 | 0 |
| Mar 2021 | $12M | $12M | $0 | 1 | 0 |
| May 2020 | $27.6M | $27.6M | $0 | 19 | 0 |
| Mar 2020 | $27.6M | $27.6M | $0 | 19 | 0 |
| Mar 2019 | $24M | $24M | $0 | 19 | 0 |
| Mar 2018 | $24.9M | $24.9M | $0 | 19 | 0 |
| May 2017 | $51.7M | $51.7M | $0 | 19 | 1 |
| Mar 2017 | $51.7M | $51.7M | $0 | 19 | 1 |
| Apr 2016 | $404.3M | $404.3M | $0 | 20 | 1 |
| Mar 2016 | $404.3M | $404.3M | $0 | 20 | 1 |
| Jul 2015 | $932.6M | $932.6M | $0 | 21 | 1 |
| Mar 2015 | $932.6M | $932.6M | $0 | 21 | 1 |
| Mar 2014 | $536M | $536M | $0 | 18 | 1 |
| Apr 2013 | $369.9M | $369.9M | $0 | 4 | 1 |
| Mar 2012 | $11.2M | $11.2M | $0 | 1 | 1 |
| Mar 2011 | $15.3M | $15.3M | $0 | 5 | -- |
| Dec 2010 | $3.2M | $3.2M | $0 | 5 | -- |
| Sep 2010 | $1.5M | $1.5M | $0 | 5 | -- |
| Jul 2010 | $1M | $1M | $0 | 5 | -- |
DateMar 2025
Total AUM$217.3M
Discretionary$134.7M
Non-Disc.$82.6M
Employees3
Clients0
DateMar 2024
Total AUM$189.9M
Discretionary$107.5M
Non-Disc.$82.5M
Employees3
Clients0
DateMay 2023
Total AUM$171.6M
Discretionary$90.3M
Non-Disc.$81.3M
Employees3
Clients0
DateMar 2023
Total AUM$171.6M
Discretionary$90.3M
Non-Disc.$81.3M
Employees3
Clients0
DateMar 2022
Total AUM$214M
Discretionary$88.1M
Non-Disc.$125.9M
Employees3
Clients0
DateSep 2021
Total AUM$114.4M
Discretionary$12.6M
Non-Disc.$101.8M
Employees1
Clients0
DateAug 2021
Total AUM$114.4M
Discretionary$12.6M
Non-Disc.$101.8M
Employees1
Clients0
DateJun 2021
Total AUM$114.4M
Discretionary$12.6M
Non-Disc.$101.8M
Employees1
Clients0
DateMay 2021
Total AUM$114.4M
Discretionary$12.6M
Non-Disc.$101.8M
Employees1
Clients0
DateMar 2021
Total AUM$12M
Discretionary$12M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$27.6M
Discretionary$27.6M
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$27.6M
Discretionary$27.6M
Non-Disc.$0
Employees19
Clients0
DateMar 2019
Total AUM$24M
Discretionary$24M
Non-Disc.$0
Employees19
Clients0
DateMar 2018
Total AUM$24.9M
Discretionary$24.9M
Non-Disc.$0
Employees19
Clients0
DateMay 2017
Total AUM$51.7M
Discretionary$51.7M
Non-Disc.$0
Employees19
Clients1
DateMar 2017
Total AUM$51.7M
Discretionary$51.7M
Non-Disc.$0
Employees19
Clients1
DateApr 2016
Total AUM$404.3M
Discretionary$404.3M
Non-Disc.$0
Employees20
Clients1
DateMar 2016
Total AUM$404.3M
Discretionary$404.3M
Non-Disc.$0
Employees20
Clients1
DateJul 2015
Total AUM$932.6M
Discretionary$932.6M
Non-Disc.$0
Employees21
Clients1
DateMar 2015
Total AUM$932.6M
Discretionary$932.6M
Non-Disc.$0
Employees21
Clients1
DateMar 2014
Total AUM$536M
Discretionary$536M
Non-Disc.$0
Employees18
Clients1
DateApr 2013
Total AUM$369.9M
Discretionary$369.9M
Non-Disc.$0
Employees4
Clients1
DateMar 2012
Total AUM$11.2M
Discretionary$11.2M
Non-Disc.$0
Employees1
Clients1
DateMar 2011
Total AUM$15.3M
Discretionary$15.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$3.2M
Discretionary$3.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees5
Clients--