Pack Private Wealth, LLC
Firm details
- Headquarters
- Wayzata, Minnesota
- CRD number
- 310523
- Registered since
- October 8, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.19%
- Individuals20.81%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pack Private Wealth, LLC is an independent registered investment adviser formed in 2020 and owned by an individual. The firm serves individual and family clients, delivering financial planning and portfolio management work for individuals and small businesses. Its fee model is a percentage-of-AUM advisory fee. Pack Private Wealth does not position itself as a capital allocator, is not a multi-state adviser for SEC purposes, and does not describe itself as an ESG-focused manager. Pack Private Wealth also lists roles beyond pure advisory work: it sponsors and serves as a general partner or managing member for pooled investment vehicles, indicating occasional direct involvement in pooled structures rather than only recommending third-party products.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Cash & Cash Equivalents24%
- Public Funds/Mutual Funds4%
Owners & executives
1 of 1
Derek Swedberg
Founding Partner & CEOCRD 4993155
Contacts
2 of 2
Jason Lennartson
Director of OperationsCRD 6733499
Caitlin Mahoney
Director of Client RelationsCRD 7337932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$222M in ETFs
100%
$222M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $53M | 744,441 | 23.91% |
Location
Wayzata, MN
Hennepin
Location
Wayzata, MN
Headquartered in Wayzata, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 1905 Wayzata Blvd
- Time zone
- CT (UTC-6)
- Office locations
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