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Pack Private Wealth, LLC

● SEC registered since 2020CRD 310523SEC# 801-119617Wayzata, MN
Export (members)
Reg. AUM
$267.2M
Employees
3
Accounts
357
Location
Wayzata, MN

Pack Private Wealth, LLC assets under management

Pack Private Wealth, LLC is a registered investment adviser overseen by the SEC based in Wayzata, MN. The firm has been registered since 2020. It reports $267.2 million in regulatory assets under management and employs 3 people.
packprivatewealth.comView on SEC.gov ↗

Pack Private Wealth, LLC owners & executives

3 reported
NameTitleOwnershipSince
Caitlin Quinn Mahoney ControlDirector Of Client RelationsUnder 5%2020
Derek Joel Swedberg ControlManaging Member / Principal And Chief Compliance OfficerOver 75%2020
Jason David Lennartson ControlDirector Of OperationsUnder 5%2020

Frequently asked questions

How much does Pack Private Wealth, LLC manage?

Pack Private Wealth, LLC reports $267.2 million in regulatory assets under management on its Form ADV.

How many employees does Pack Private Wealth, LLC have?

Pack Private Wealth, LLC reports 3 employees.

Where is Pack Private Wealth, LLC located?

Pack Private Wealth, LLC is based in Wayzata, MN and has been SEC-registered since 2020.

Does Pack Private Wealth, LLC disclose fund performance?

Pack Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1905 Wayzata Blvd., Suite 320, Wayzata, MN 55391
Phone(952) 563-9811
Office hours8:30a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1907212
Discloses disciplinary historyNo

Assets under management

Discretionary$267.2M
Non-discretionary$0
Total (RAUM)$267.2M