# Packard Wealth Strategies LLC

> Packard Wealth Strategies LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 330962
- Filed as: PACKARD WEALTH STRATEGIES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330962
- AdvisorCensus page: https://advisorcensus.com/firm/packard-wealth-strategies-llc-330962

## Quick answers

**How is Packard Wealth Strategies LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Packard Wealth Strategies LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Packard Wealth Strategies LLC registered with the SEC or a state?**
Packard Wealth Strategies LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330962.

**How much does Packard Wealth Strategies LLC manage?**
Packard Wealth Strategies LLC reports $12,945,560 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (100% discretionary).

**What types of clients does Packard Wealth Strategies LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32).

**Does Packard Wealth Strategies LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330962

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,945,560
- Discretionary: $12,945,560
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $6,890,156 |
| High net worth individuals | Fewer than 5 | $6,055,404 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- packardwealth.com
- LinkedIn @packardwealth
- LinkedIn @kyledpackard
- YouTube @UC4UGNCnkRjl-SMlmmuwI7sQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Packard Wealth Strategies LLC (CRD 330962): Form ADV filing data as of October 2026.