PACK PRIVATE WEALTH, LLC
Firm details
- Headquarters
- WAYZATA, Minnesota
- CRD number
- 310523
- Registered since
- October 8, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.19%
- Individuals20.81%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pack Private Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm is owned by an individual and serves individual and family clients (and small-business relationships) through a percentage-of-AUM fee model. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. The firm is not an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a separate capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Cash & Cash Equivalents24%
- Public Funds/Mutual Funds4%
Contacts
3 of 3DEREK SWEDBERG
PresidentCRD 4993155
Jason Lennartson
Director of OperationsCRD 6733499
Caitlin Mahoney
Director of Client RelationsCRD 7337932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$202M in ETFs
100%
$202M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $47.4M | 740,272 | 23.53% |
Location
WAYZATA, MN
HENNEPIN
Location
WAYZATA, MN
Headquartered in WAYZATA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 1905 Wayzata Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
HUNTER STREET PARTNERS, LP
RIAWAYZATA, MN
ACM
RIAWAYZATA, MN
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
RIAWAYZATA, MN
FIAT WEALTH MANAGEMENT
RIAWAYZATA, MN
HIGH NOTE WEALTH, LLC
RIAWAYZATA, MN
BANNERSTONE CAPITAL
RIAWAYZATA, MN