PACK PRIVATE WEALTH, LLC

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

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 Status	Approved
Firm CRD#	310523
SEC#	801-119617
Assets Managed by Firm	$267,189,818
No. of Clients	357
No. of Advisors	3

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 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

More Retirement Planning firms in Wayzata, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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