|
⚲
|
| Keyboard |
| Pack Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 310523 |
| SEC # | 801-119617 |
| CIK # | 0001907212 |
| AUM | 326.2 M (2026-03-12) |
| 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 | 13.0 | |
| UnitedHealth Group Inc | 2.6 | |
| Apple Inc | 2.4 | |
| Chart Industries Inc | 2.3 | |
| Alphabet Inc | 1.1 | |
| C H Robinson Worldwide Inc | 1.1 | |
| Broadcom Inc | 1.0 | |
| Royalty Pharma PLC | 0.8 | |
| Amazon Com Inc | 0.8 | |
| Microsoft Corp | 0.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 67.9 |
| (b) Individuals (high net worth individuals) | 90 | 258.3 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 398 | 326.2 |
| By Discretionary | ||
| Discretionary | 398 | 326.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 398 | 326.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 326.2 | |
| Total | 398 | 326.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001907212] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Torrey Growth & Income Advisors LLC
✚
|
CA | 328.4 M |
|
Thomas Story and Son LLC
✚
|
IN | 328.2 M |
|
Rye Brook Capital LLC
✚
|
CT | 327.3 M |
|
Latko Wealth Management Ltd
✚
|
IL | 327.2 M |
|
Avondale Wealth Management LLC
✚
|
TX | 326.7 M |
|
Base Wealth Management LLC
✚
|
FL | 326.3 M |
|
Schuchard Capital Management Inc
✚
|
325.5 M | |
|
Silver Lake Advisory LLC
✚
|
325.3 M | |
|
Treiberg Wealth Management Inc
✚
|
AZ | 325.1 M |
|
DHH Advisors LLC
✚
|
NJ | 324.3 M |