Pack Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$326,235,000
Total clients
222
41% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
111
Average account size
$1,469,527
About
PACK Private Wealth is a registered, fee-based investment adviser that provides discretionary wealth management, investment management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm manages roughly $326 million for about 222 clients and typically bills on a percentage-of-assets basis while delivering portfolio management for individual accounts.
The firm’s investment process is client‑specific and generally long‑term oriented, using fundamental and technical analysis to construct portfolios of ETFs, mutual funds, individual stocks and bonds, and—when appropriate—covered options or limited partnership interests; legacy holdings are sometimes retained for tax or fit considerations. Accounts are monitored continuously with formal reviews at least annually, and the adviser commonly implements strategies through accounts held at a recommended custodian under discretionary authority.
A notable distinction is the firm’s affiliated private‑capital activity: it operates an entity established to make capital investments in companies, projects and real estate and is involved with a 55+ housing development vehicle, arrangements for which generate equity interests or cash‑flow compensation for the firm’s ownership. The firm also discloses that advisory personnel maintain separate insurance-licensing activities that produce commission income, and these outside business activities are identified as potential conflicts of interest in its disclosures.
Client services
Expertise
Fee options
$0+: 0.50% annually +: up to 1.50% annually
Fee-only: Fees range from 0.50% to 1.50% annually, paid quarterly in advance, based on assets under management; fees may be negotiable or fixed for certain clients.
Main office location
Pack Private Wealth, LLC
1905 Wayzata Blvd., Suite 320
Wayzata MN 55391, United States
Number of offices
1
Most active in
Florida · Minnesota · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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