Pack Private Wealth, LLC
● SEC registered since 2020CRD 310523SEC# 801-119617Wayzata, MN
Reg. AUM
$326.2M
Employees
3
Accounts
398
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 $326.2 million in regulatory assets under management and employs 3 people.
Pack Private Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caitlin Quinn Mahoney Control | Director Of Client Relations | Under 5% | 2020 |
| Derek Joel Swedberg Control | Managing Member / Principal And Chief Compliance Officer | Over 75% | 2020 |
| Jason David Lennartson Control | Director Of Operations | Under 5% | 2020 |
Frequently asked questions
How much does Pack Private Wealth, LLC manage?
Pack Private Wealth, LLC reports $326.2 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
| Address | 1905 Wayzata Blvd., Suite 320, Wayzata, MN 55391 |
| Phone | (952) 563-9811 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1907212 |
| Discloses disciplinary history | No |
Regulatory AUM
$326.2M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$326.2Mregulatory AUM
Discretionary $326.2M