WESTERN PACIFIC WEALTH MANAGEMENT, LP

Overview

Western Pacific Wealth Management, LP is an independent RIA operating as a limited partnership since its SEC registration in 2010. The firm acts as a capital allocator for high-net-worth individuals, families and select institutional clients, managing portfolios primarily under a percentage-of-AUM fee model. Its advisory scope centers on portfolio management for individuals and small businesses and the selection of outside advisers when clients require access to specialized strategies. Investment behavior skews toward equities: the firm lists exchange-traded equities as its most used asset type and maintains a sizable equities allocation across clients. Western Pacific is not an active ESG investor and does not present as a multi-state adviser in its filings. It also performs allocation to third-party alternative managers and uses corporate debt instruments as part of its broader investment menu.

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