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PACK PRIVATE WEALTH, LLC

WAYZATA, MN · CRD 310523 · IAPD ↗ · packprivatewealth.com · (952) 563-9811

$326.2MRegulatory AUM
2Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — PACK PRIVATE WEALTH, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — PACK PRIVATE WEALTH, LLC reported RAUM up 40% ($172.0M -> $241.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.