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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Lennartson, Jason, David | I | DIRECTOR OF OPERATIONS | NA | Control |
| Lennartson, Jason, David | I | DIRECTOR OF OPERATIONS | NA | Control |
| Lennartson, Jason, David | I | DIRECTOR OF OPERATIONS | NA | Control |
| Lennartson, Jason, David | I | DIRECTOR OF OPERATIONS | NA | Control |
| Lennartson, Jason, David | I | DIRECTOR OF OPERATIONS | NA | Control |
| Lennartson, Jason, David | I | DIRECTOR OF OPERATIONS | NA | Control |
| Lennartson, Jason, David | I | DIRECTOR OF OPERATIONS | NA | Control |
| Lennartson, Jason, David | I | DIRECTOR OF OPERATIONS | NA | Control |
| Lennartson, Jason, David | I | DIRECTOR OF OPERATIONS | NA | Control |
| Lennartson, Jason, David | I | DIRECTOR OF OPERATIONS | NA | Control |
| MURRAY, CAITLIN | I | DIRECTOR OF CLIENT RELATIONS | NA | Control |
| Mahoney, Caitlin, Quinn | I | DIRECTOR OF CLIENT RELATIONS | NA | Control |
| Mahoney, Caitlin, Quinn | I | DIRECTOR OF CLIENT RELATIONS | NA | Control |
| Mahoney, Caitlin, Quinn | I | DIRECTOR OF CLIENT RELATIONS | NA | Control |
| Mahoney, Caitlin, Quinn | I | DIRECTOR OF CLIENT RELATIONS | NA | Control |
| Mahoney, Caitlin, Quinn | I | DIRECTOR OF CLIENT RELATIONS | NA | Control |
| Mahoney, Caitlin, Quinn | I | DIRECTOR OF CLIENT RELATIONS | NA | Control |
| Mahoney, Caitlin, Quinn | I | DIRECTOR OF CLIENT RELATIONS | NA | Control |
| Mahoney, Caitlin, Quinn | I | DIRECTOR OF CLIENT RELATIONS | NA | Control |
| Mahoney, Caitlin, Quinn | I | DIRECTOR OF CLIENT RELATIONS | NA | Control |
| WINN, CHRISTOPHER, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINN, CHRISTOPHER, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINN, CHRISTOPHER, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINN, CHRISTOPHER, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
| SWEDBERG, DEREK, JOEL | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SWEDBERG, DEREK, JOEL | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SWEDBERG, DEREK, JOEL | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SWEDBERG, DEREK, JOEL | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SWEDBERG, DEREK, JOEL | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SWEDBERG, DEREK, JOEL | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SWEDBERG, DEREK, JOEL | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SWEDBERG, DEREK, JOEL | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SWEDBERG, DEREK, JOEL | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SWEDBERG, DEREK, JOEL | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SWEDBERG, DEREK, JOEL | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SWEDBERG, DEREK, JOEL | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SWEDBERG, DEREK, JOEL | I | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WINN, CHRISTOPHER, EDWARD | I | RIA VENTURES, LLC | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | RIA VENTURES, LLC | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | RIA VENTURES, LLC | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | RIA VENTURES, LLC | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | RIA VENTURES, LLC | E | Control |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (4)
FL MN TX WI
Address
1905 WAYZATA BLVD.SUITE 320
WAYZATA, MN 55391
United States
Phone: (952) 563-9811