PACK PRIVATE WEALTH, LLC
Latest filing: Feb 21, 2025 (137 days ago)
AUM
$267,189,818
11% change vs. 1 year ago
45% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
3
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
WAYZATA, MN
1905 WAYZATA BLVD., WAYZATA, MN, UNITED STATES, 55391
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 103 | $0.0 |
| Average Individual AUM | $141,850 | |
| HNW | 231 | $0.2 |
| Average HNW AUM | $984,233 | |
| Retail Total | 334 | $0.2 |
| Average Retail AUM | $724,456 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 67% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 29% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 1% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| PACK PRIVATE CAPITAL, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DEREK SWEDBERG | WAYZATA | MN | S66|2007-11-28 | ||||||
| JASON LENNARTSON | WAYZATA | MN | S66|2017-06-09 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.3 | $0.0 | 0% | 3 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 3 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 11% | 3 | 0 | 0% |
| 2023-04-04 | $0.2 | $0.1 | 55% | 3 | 0 | 0% |
| 2022-04-01 | $0.2 | $0.1 | 45% | 3 | 0 | 0% |
| 2021-04-05 | $0.1 | $0.2 | 144% | 3 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MN, FL-10/11/2022, MN-10/08/2020, TX-02/11/2021, WI-11/08/2021 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV