PACK PRIVATE WEALTH, LLC

WAYZATA, Minnesota·4 registered advisors·CRD# 310523
SEC# 801-1196170(952) 563-9811
01

Firm Overview

AUM
$241M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PACK PRIVATE WEALTH, LLC

4 registered advisors
Caitlin Murray
WAYZATA, Minnesota
Caitlin Quinn Mahoney
WAYZATA, Minnesota
Derek Joel Swedberg
WAYZATA, Minnesota
Jason David Lennartson
WAYZATA, Minnesota
05

Office Locations

WAYZATA, Minnesota
4 advisors

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Data sourced from SEC Form ADV filings. PACK PRIVATE WEALTH, LLC (CRD# 310523) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.