Pack Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayzata, MN. Its latest Form ADV filing, dated March 12, 2026, reports $326M in regulatory assets under management, 3 employees, and 398 accounts.
Assets Under Management
$326M
Employees
3
Offices
--
Total Clients
222
Primary office
WAYZATA, MN
1905 WAYZATA BLVD., SUITE 320, WAYZATA, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.5% of total clients.
Top client categories% of clientsClients
1
Individuals
59.5%
132
2
HNWI
40.5%
90
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$326Mas of March 12, 2026
Discretionary100.0%
$326M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$326M
Total Accounts398
10Y AUM Change+$326M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee74:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.