PACK PRIVATE WEALTH, LLC
CRD #310523 SEC #801-119617 WAYZATA, MN (952) 563-9811
SEC Registered
Total AUM
$267.2M
Discretionary
$267.2M
Employees
3
Clients
25
Accounts
357
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $267.2M | $267.2M | $0 | 3 | 0 |
| Oct 2024 | $241.2M | $241.2M | $0 | 3 | 0 |
| Mar 2024 | $241.2M | $241.2M | $0 | 3 | 0 |
| Mar 2023 | $172M | $172M | $0 | 3 | 0 |
| Oct 2022 | $184.4M | $184.4M | $0 | 3 | 0 |
| Mar 2022 | $184.4M | $184.4M | $0 | 3 | 0 |
| Nov 2021 | $109.5M | $109.5M | $0 | 3 | 0 |
| Apr 2021 | $109.5M | $109.5M | $0 | 3 | 0 |
| Feb 2021 | $109.5M | $109.5M | $0 | 3 | 0 |
| Feb 2021 | $109.5M | $109.5M | $0 | 3 | 0 |
| Oct 2020 | $0 | $0 | $0 | 2 | 0 |
| Sep 2020 | $0 | $0 | $0 | 2 | 0 |
| Sep 2020 | $0 | $0 | $0 | 2 | 0 |
| Sep 2020 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$241.2M
Discretionary$241.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$241.2M
Discretionary$241.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$184.4M
Discretionary$184.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$184.4M
Discretionary$184.4M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0