PACKARD WEALTH STRATEGIES LLC

PACKARD WEALTH STRATEGIES LLC is an SEC-registered investment adviser (CRD 330962). Regulatory assets under management: $12.9M.

Registration

• CRD: 330962
• Type: Registered investment adviser
• Phone: 571-310-8215
• Latest filing: 2026-03-03
• Regulatory AUM: $12.9M
• Discretionary AUM: $12.9M
• Clients: 1
• Accounts: 70

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330962 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search