{
  "crd_number": 310523,
  "slug": "pack-private-wealth-llc-wayzata-mn-310523",
  "primary_business_name": "PACK PRIVATE WEALTH, LLC",
  "legal_name": "PACK PRIVATE WEALTH, LLC",
  "dbas": [],
  "city": "Wayzata",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-10-08",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-12",
  "carried_forward": false,
  "raum_total": 326235000.0,
  "raum_discretionary": 326235000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 67901000.0,
      "count": 132
    },
    "high_net_worth_individuals": {
      "raum": 258334000.0,
      "count": 90
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MN",
    "TX",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/company/packpw/about?viewAsMember=true",
    "https://packprivatewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310523",
  "city_as_filed": "WAYZATA",
  "url": "https://advisorcensus.com/firm/pack-private-wealth-llc-wayzata-mn-310523",
  "display_name": "Pack Private Wealth, LLC",
  "summary": "Pack Private Wealth, LLC is an SEC-registered investment advisory firm in Wayzata, MN, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.",
  "citation": "AdvisorCensus. Pack Private Wealth, LLC (CRD 310523): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Pack Private Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pack Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Pack Private Wealth, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Pack Private Wealth, LLC located?",
      "a": "Pack Private Wealth, LLC's principal office is in Wayzata, MN, according to its Form ADV."
    },
    {
      "q": "Is Pack Private Wealth, LLC registered with the SEC or a state?",
      "a": "Pack Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310523."
    },
    {
      "q": "How much does Pack Private Wealth, LLC manage?",
      "a": "Pack Private Wealth, LLC reports $326,235,000 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have Pack Private Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Pack Private Wealth, LLC: Regulatory assets under management: $109,500,000 in the October 2021 data and $326,235,000 in the October 2026 data, up 198%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pack Private Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (132); high net worth individuals (90)."
    },
    {
      "q": "Which custodians does Pack Private Wealth, LLC use?",
      "a": "Pack Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pack Private Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310523"
    },
    {
      "q": "Does Pack Private Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 says: \"PACK generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Pack Private Wealth, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $267,189,818 to $326,235,000 (+22%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 109500000.0,
      "total_employees": 3,
      "filing_date": "2021-04-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 184407000.0,
      "total_employees": 3,
      "filing_date": "2022-03-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 171954000.0,
      "total_employees": 3,
      "filing_date": "2023-03-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 241212000.0,
      "total_employees": 3,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 267189818.0,
      "total_employees": 3,
      "filing_date": "2025-02-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 326235000.0,
      "total_employees": 3,
      "filing_date": "2026-03-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $267,189,818 to $326,235,000 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 12, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Wealth management fees range from 0.50% to 1.50% annually. The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "PACK generally does not impose a minimum relationship size."
        ]
      }
    ],
    "quotes": [
      "Wealth management fees range from 0.50% to 1.50% annually. The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.",
      "PACK generally does not impose a minimum relationship size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/pack-private-wealth-llc-wayzata-mn-310523.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 132,
      "fewer_than_5": false,
      "raum": 67901000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 90,
      "fewer_than_5": false,
      "raum": 258334000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310523",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}