9AT: WESTERN PACIFIC WEALTH MANAGEMENT, LP

Adviser Profile

As of Date	03/06/2026
Registration	SEC, Approved, 09/16/2010
ADV Location	LAKE FOREST, IL, United States
Contact Info	(84 xxxxxxx
Websites

AUM^*	205,539,281 8%
of that, discretionary	205,539,281 91%
Number of Employees	3
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	6,228,463 25%
% High Net Worth	51.52% 22%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FAIRFIELD, BUSH & CO.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM589.0m	#Funds-
Adviser CASSEDY FINANCIAL GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM248.4m	#Funds-
Adviser SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-
Adviser S.A. MASON, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM528.7m	#Funds-
Adviser SEPIO CAPITAL, LP	Hedge Fund67.6m	Liquidity Fund-	Private Equity Fund228.0m	Real Estate Fund70.4m	Securitized Asset Fund-	Venture Capital Fund1.6m	Other Fund-	Total Private Fund GAV369.1m	AUM5.6b	#Funds11
Adviser GALLATIN & COMPANY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM98.1m	#Funds-
Adviser HALBERSTADT FINANCIAL CONSULTANTS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM185.0m	#Funds-
Adviser MEADOW CREEK WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM728.0m	#Funds-
Adviser QP WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM405.0m	#Funds-
Adviser RIDGECREST WEALTH PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM705.1m	#Funds-

Brochure Summary

Overview

Western Pacific Wealth Management LP (“Western Pacific”, the “Firm” or “Advisor”) was formed in 2010. The previous name of the Firm was Ranger International Management, L.P. Western Pacific registered with the United States Securities and Exchange Commission (the “SEC”) in accordance with the Investment Act of 1940. The Firm was founded by William Andersen. As of December 31, 2023, the Firm managed approximately $189 million of Client assets. Investment Advisory Services The sole activity of the Firm is to provide investment advisory services to its clients. The scope of these services include: Establishing an Investment Policy Statement that takes into account (a) the clients’ current financial position, (b) short- and long- term goals, (c) risk tolerance, (d) age, (e) income, (f) investment income requirements, and (g) future financial requirements. Establishing an asset allocation plan based on the above criteria. The primary categories for asset allocation are generally (i) equities, (ii) fixed income, and (iii) cash or cash equivalents. Selecting an array of investments designed to implement the strategy for the client. The Advisor primarily utilizes outside investment managers selected through its thorough research process. Outside managers are used in

varying formats including mutual funds, separately managed accounts, or ETFs. Individual securities may be purchased in specific situations, typically at a client’s request. The Advisor may also purchase short term treasury securities directly for clients to avoid needing to pay a management fee to an outside advisor. In the case of new clients, the Advisor will make every attempt to work with the clients’ existing portfolio to avoid causing unnecessary tax consequences for the clients, subject to implementing the correct strategy. There is no preset minimum account for investment with the Firm, but as a practical matter most clients have balances over $1 million. Investment Management Accounts The Firm manages equity portfolios in a global dividend strategy. This strategy has a track record dating back to 2004. It is currently offered in a separate account format. The Firm offers Artificial Intelligence Investments Segregated Accounts for those clients who wish to have general exposure to the Artificial Intelligence sector. The manager will not conduct extensive research on these companies prior to investment other than confirming that they have significant current or expected exposure to AI and are currently profitable. Western Pacific Wealth Management, LP Page 4

WESTERN PACIFIC WEALTH MANAGEMENT, LP

WESTERN PACIFIC WEALTH MANAGEMENT, LP

RANGER INTERNATIONAL MANAGEMENT, L.P.

WESTERN PACIFIC WEALTH MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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WESTERN PACIFIC WEALTH MANAGEMENT, LP WESTERN PACIFIC WEALTH MANAGEMENT, LP RANGER INTERNATIONAL MANAGEMENT, L.P. WESTERN PACIFIC WEALTH MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

WESTERN PACIFIC WEALTH MANAGEMENT, LP

WESTERN PACIFIC WEALTH MANAGEMENT, LP

RANGER INTERNATIONAL MANAGEMENT, L.P.

WESTERN PACIFIC WEALTH MANAGEMENT