Investment adviser · CRD 152714
WESTERN PACIFIC WEALTH MANAGEMENT, LP
Investment adviser filing (IA)
LAKE FOREST, IL, United States · Form ADV filed Mar 6, 2026
- Regulatory AUM
- $206M Form ADV · Item 5.F
- Client accounts
- 33 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 17 | $199,238,367 | 96.9% |
| Individuals | 15 | $5,542,908 | 2.7% |
| Charities | 1 | $758,006 | 0.4% |
Filing source
Form ADV 2067427 · Mar 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
RANGER INTERNATIONAL FUND, LPOther Private Fund · Last reported May 4, 2020$9.46MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG, LLC
PCAOB 185
JEFFERIES LLC
SEC 8-15074
JEFFERIES LLC
CRD 2347 · SEC 8-15074
Fund details & source
- Fund ID
- 805-9264922875
- Reported beneficial owners
- 4
- Minimum commitment
- $1M
- Form D file number
- 021-143426
Form ADV 1420040 · May 4, 2020 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RANGER INTERNATIONAL FUND, LP - INTERNATIONAL CLASSOther Private Fund · Last reported Apr 29, 2016$4.56MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
JEFFERIES LLC
SEC 8-15074
JEFFERIES LLC
CRD 2347 · SEC 8-15074
Fund details & source
- Fund ID
- 805-6854731480
- Reported beneficial owners
- 4
- Minimum commitment
- $1M
- Form D file number
- 021-143426
Form ADV 1015674 · Apr 29, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 6, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
263 MARKET SQUARE, SUITE BLAKE FOREST, IL, 60045, United States
CRD 152714
Filing source
Form ADV 2067427 · Mar 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.