# Pack Private Wealth, LLC

> 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.

- CRD: 310523
- Filed as: PACK PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wayzata, MN
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310523
- AdvisorCensus page: https://advisorcensus.com/firm/pack-private-wealth-llc-wayzata-mn-310523

## Quick answers

**How is Pack Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pack Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Pack Private Wealth, LLC's brochure say about its fees?**
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.

**Where is Pack Private Wealth, LLC located?**
Pack Private Wealth, LLC's principal office is in Wayzata, MN, according to its Form ADV.

**Is Pack Private Wealth, LLC registered with the SEC or a state?**
Pack Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310523.

**How much does Pack Private Wealth, LLC manage?**
Pack Private Wealth, LLC reports $326,235,000 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Pack Private Wealth, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Pack Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (132); high net worth individuals (90).

**Which custodians does Pack Private Wealth, LLC use?**
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.

**Does Pack Private Wealth, LLC report any disciplinary disclosures?**
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

**Does Pack Private Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "PACK generally does not impose a minimum relationship size."

**What changed in Pack Private Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $267,189,818 to $326,235,000 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> 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.

- Account minimum: None

> PACK generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $326,235,000
- Discretionary: $326,235,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 132 | $67,901,000 |
| High net worth individuals | 90 | $258,334,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- packprivatewealth.com
- LinkedIn @packpw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $109,500,000 | 3 | April 26, 2021 |
| October 2022 | $184,407,000 | 3 | March 1, 2022 |
| October 2023 | $171,954,000 | 3 | March 6, 2023 |
| October 2024 | $241,212,000 | 3 | March 14, 2024 |
| October 2025 | $267,189,818 | 3 | February 21, 2025 |
| October 2026 | $326,235,000 | 3 | March 12, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $267,189,818 to $326,235,000 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pack Private Wealth, LLC (CRD 310523): Form ADV filing data as of October 2026.