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PACK PRIVATE WEALTH, LLC
CRD 310523 · SEC 801-119617
1905 WAYZATA BLVD., SUITE 320, WAYZATA, MN, 55391, United States
Phone
(952) 563-9811
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$326.2M
Discretionary AUM
$326.2M
Team
3 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 132 | $67.9M |
| High net worth individuals | 90 | $258.3M |
States served
MN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD