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Home > Retirement Planners > minnesota > wayzata > PACK PRIVATE WEALTH, LLC
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 |
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