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Building 2PACK PRIVATE WEALTH, LLC

Map pinWAYZATA, MN
Phone(952) 563-9811
NotebookSEC #801-119617
Total AUM
$326.2M
Employees
3
Clients
222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1905 WAYZATA BLVD.
SUITE 320
WAYZATA
MN 55391
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(952) 563-9811

ReceiptFinancials

Total AUM
$326.2M
Accounts
398
Discretionary
$326.2M
Accounts
398
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
132
AUM
$67.9M
HNW Individual Clients
90
AUM
$258.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMNTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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