Pack Private Wealth, LLC
Pack Private Wealth, LLC is an SEC-registered wealth manager in Wayzata, MN with $326.2M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Pack Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310523, SEC 801-119617, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $326.2M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Wayzata, MN
- Employees
- 3
- Clients
- 222
- CRD
- 310523
- Ownership
- WINN, CHRISTOPHER, EDWARD; RIA VENTURES, LLC; SWEDBERG, DEREK, JOEL; Lennartson, Jason, David; Mahoney, Caitlin, Quinn
How much AUM does Pack Private Wealth, LLC have?
Pack Private Wealth, LLC reported $326.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Pack Private Wealth, LLC?
Disclosed owners and executives of Pack Private Wealth, LLC include WINN, CHRISTOPHER, EDWARD, RIA VENTURES, LLC, SWEDBERG, DEREK, JOEL, Lennartson, Jason, David, Mahoney, Caitlin, Quinn. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.