PACK PRIVATE WEALTH, LLC
Total AUM
$326.2M
Employees
3Clients
222Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1905 WAYZATA BLVD.
SUITE 320
WAYZATA
MN 55391
United States
SUITE 320
WAYZATA
MN 55391
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(952) 563-9811
Financials
Total AUM
$326.2M
Accounts
398Discretionary
$326.2M
Accounts
398Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
132AUM
$67.9M
HNW Individual Clients
90AUM
$258.3M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLMNTXWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.