National Retirement Planning Experts

National Coverage
Local Professionals

PACK PRIVATE WEALTH, LLC

1905 Wayzata Blvd.
Suite 320
Wayzata, Minnesota 55391
Tel: (952) 563-9811

Need a Financial Advisor?
Compare Vetted Advisors

About PACK PRIVATE WEALTH, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#310523
SEC#801-119617
Assets Managed by Firm$267,189,818
No. of Clients357
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total357$267,189,818
Individuals (other than high net worth individuals)103$14,610,551
High net worth individuals231$227,357,850
Charitable organizations12$1,821,517
Corporations or other businesses11$23,399,900

More Retirement Planning firms in Wayzata, Minnesota:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
707 2nd Avenue South
Minneapolis, MN, 55402
$479,793,782,427228492113903
U.S. BANCORP ASSET MANAGEMENT, INC.
800 Nicollet Mall, Mail Stop Bc-Mn-17ul
Minneapolis, MN, 55402
$176,091,949,9598877
GARDA CAPITAL PARTNERS
305 Lake Street East
Wayzata, MN, 55391
$137,829,756,0003200
THRIVENT FINANCIAL FOR LUTHERANS
901 Marquette Avenue, Suite 2500
Minneapolis, MN, 55402-3211
$121,600,874,152694167
GALLIARD CAPITAL MANAGEMENT
800 Lasalle Ave. Ste 1400
Minneapolis, MN, 55402-2054
$85,511,782,543279102

Explore More Retirement Advisors in Wayzata, Minnesota