William Robert Andersen
Investment adviser representative at Western Pacific Wealth Management, LP
23 yearsExperience
3 statesRegistered in
CFADesignation
$205.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Western Pacific Wealth Management LLCJan 2021 to now
- Andersen Capital Management, LLCAug 2004 to now
- Private InvestorMar 2003 to now
- Ranger International Management, LPJun 2010 to Mar 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (IL, OR, TX).
Western Pacific Wealth Management, LP
$205.5MAssets managed
33Clients
2Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4344365
- Firm CRD
- 152714