# PACK PRIVATE WEALTH, LLC

PACK PRIVATE WEALTH, LLC of WAYZATA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 310523
- Type: SEC-registered investment adviser
- SEC file number: 801-119617
- Location: 1905 WAYZATA BLVD., SUITE 320, WAYZATA, MN, 55391
- Phone: (952) 563-9811
- Latest filing: 2026-03-12
- Regulatory AUM: $326.2M
- Discretionary AUM: $326.2M
- Clients: 3
- Accounts: 398

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310523/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310523/similar
- Related entities: https://search.stillhousedata.com/firm/310523/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310523

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.