1905 Wayzata Blvd.
Suite 320
Wayzata, Minnesota 55391
Tel: (952) 563-9811
PACK PRIVATE WEALTH, LLC, formally registered with the SEC as PACK PRIVATE WEALTH, LLC. The firm was established in 10/08/2020. They have over 1 offices throughout the country.
PACK PRIVATE WEALTH, LLC is a Wayzata, Minnesota based Financial Planning firm with nearly $267,189,818 assets under management, offering retirement planning & investment advisory services to 357 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 310523 |
SEC# | 801-119617 |
Assets Managed by Firm | $267,189,818 |
No. of Clients | 357 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 357 | $267,189,818 |
Individuals (other than high net worth individuals) | 103 | $14,610,551 |
High net worth individuals | 231 | $227,357,850 |
Charitable organizations | 12 | $1,821,517 |
Corporations or other businesses | 11 | $23,399,900 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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