Western Pacific Wealth Management, Lp
- Regulatory AUM
- $206M
- Discretionary
- $206M
- Clients
- 33
- Avg AUM / client
- $6.2M
- Accounts
- 33
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 15 | $5.5M | 2.7% |
| High net worth individuals | 17 | $199M | 96.9% |
| Charitable organizations | 1 | $758K | 0.37% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Robert Andersen | Portfolio Manager; Chief Compliance Officer | CFA | May 2010 (16y) | Less than 5% |
| Roger Lane Johnson | Partner | Jun 2021 (5y) | 50% – 75% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Andersen Capital International, Llc | Limited Partner | May 2010 | A | 75% or more |
| Johnson Family Office, Llc | Owner | Jul 2022 | A | 50% – 75% |
| Acm Investments (Gp), Llc | General Partner | May 2010 | A | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $212M (103% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗