Packard Wealth Strategies LLC
Firm details
- Headquarters
- ,
- CRD number
- 330962
- Website
- packardwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.22%
- HNWI46.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Packard Wealth Strategies LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and positions itself as a capital allocator that combines financial planning with portfolio management for both individuals/small businesses and for business or institutional clients. Fee arrangements include a combination of asset-based fees, hourly charges, and fixed fees. Packard Wealth also provides selection-of-adviser services and runs educational seminars and workshops. The firm does not identify as an active ESG investor.
Assets & Accounts
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
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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