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- Custodian
- Charles Schwab & Company ยท RBC
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-08-2020
- Office Locations
- 1
Office Locations
About Pack Private Wealth, LLC
PACK is a multi-family office providing custom private wealth management for entrepreneurs, business owners, and executives, spanning investment management, tax strategy, and estate planning with a multi-generational lens. It also offers private market and holding-company investments focused on buying, building, and growing businesses, including infrastructure construction and real estate. Differentiator: partner families co-invest and do business together; new engagements are limited. Assets custodied at Charles Schwab.
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Owner & Executives
DEREK JOEL SWEDBERG
Chief Compliance Officer, Manager, Managing Member, President, PRINCIPAL
- CRD
- #4993155
- Ownership
- 75% or more
Jason David Lennartson
DIRECTOR OF OPERATIONS
- CRD
- #6733499
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $326,235,000 | $819,686 |
| Non-Discretionary | $0 | -- |
| Total | $326,235,000 | $819,686 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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