PACK PRIVATE WEALTH, LLC of WAYZATA, MN is an SEC-registered investment adviser (CRD 310523). Regulatory assets under management: $326.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Derek Joel Swedberg | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Jason David Lennartson | DIRECTOR OF OPERATIONS | — |
| Caitlin Quinn Mahoney | DIRECTOR OF CLIENT RELATIONS | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| SWEDBERG DEREK JOEL | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Lennartson Jason David | DIRECTOR OF OPERATIONS | — |
| Mahoney Caitlin Quinn | DIRECTOR OF CLIENT RELATIONS | — |
| MURRAY CAITLIN | DIRECTOR OF CLIENT RELATIONS | — |