Packard Wealth Strategies LLC

RIASEC Registered

Total AUM

$12.9M

Discretionary

$12.9M

100% of AUM

Avg account

$185K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 330962
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals53.22%
HNWI46.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Packard Wealth Strategies LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm functions as a capital allocator and combines investment management with financial planning; its advisory services include portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational workshops. Compensation is delivered through a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Packard is not an active ESG investor and does not present itself as a multi-state or newly formed adviser in the available records. Its business model emphasizes third-party manager selection alongside direct use of pooled products, reflecting a hybrid approach to implementation rather than a house-manager model.