|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Pack Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 310523 |
| SEC # | 801-119617 |
| CIK # | 0001907212 |
| AUM | $267.2 M (2025-02-21) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 952-563-9811 |
| Address | 1905 Wayzata Blvd Wayzata, MN 55391 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Graco Inc | 13.2 | ||
| C H Robinson Worldwide Inc | 4.2 | ||
| UnitedHealth Group Inc | 3.0 | ||
| Royalty Pharma PLC | 0.6 | ||
| Amazon Com Inc | 0.6 | ||
| Apple Inc | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Facebook Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 14.6 |
| (b) Individuals (high net worth individuals) | 231 | 227.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 23.4 |
| (n) Other | 0 | 0.0 |
| Total | 357 | 267.2 |
| By Discretionary | ||
| Discretionary | 357 | 267.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 357 | 267.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.2 | |
| Total | 357 | 267.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001907212] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pacific Sun Financial Corp
✚
|
CA | 0.3 |
|
PWA Financial
✚
|
PA | 0.3 |
|
Oasis Wealth Planning Advisors LLC
✚
|
0.3 | |
|
Oak Barrel Wealth Advisory LLC
✚
|
VA | 0.3 |
|
Nautilus Advisors LLC
✚
|
CA | 0.3 |
|
First Oak Wealth Management LLC
✚
|
NC | 0.3 |
|
Dai Wealth LLC
✚
|
GA | 0.3 |
|
Dunbar Associates LLC
✚
|
CT | 0.3 |
|
Accretive Wealth Management LLC
✚
|
CA | 0.3 |
|
Carpenter Claydon Advisors Inc
✚
|
FL | 0.3 |