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Packard Wealth Strategies LLC

Packard Wealth Strategies LLC. CRD 330962

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CRD: 330962

Packard Wealth Strategies LLC

Alexandria, VA
5713108215
packardwealth.com
$12.9M Total AUM
$12.9M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Pathway beacon
Established Date
07-31-2024
Office Locations
1

Office Locations

-- Alexandria VA

About Packard Wealth Strategies LLC

Packard Wealth Strategies is a fee-only financial planning firm focused on veterans, retiring service members, and their families. The firm delivers comprehensive planning across retirement, taxes, cash flow, investment strategy, insurance, and charitable giving, serving clients virtually nationwide. Its investment approach emphasizes aligning goals to a diversified portfolio with risk management and coaching (not market timing or stock picking) and publishes a weekly market-headlines newsletter in historical context.

Team overview

-- AVG AGE
$12.9M AVG AUM / ADVISOR
$392.3K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Bridge vital Ember delta Pathway

Client Personas

Summit fusion

Custodian

Foundation summit Atlas Capital Vital focus Fusion Pioneer

Fund Managers

Atlas

Investment Themes

Delta Peak Legacy vital Fusion Alpha bridge

Investment Vehicles

Harbor

Platform

Frontier element

Services

Summit meridian Pioneer vertex Vital north Meridian Oak Foundation Vertex insight Pathway capital Zenith north Pioneer Alpha

Technology

Momentum pioneer

Owner & Executives

Kyle David Packard

Kyle David Packard

Chief Compliance Officer, Owner

CRD
#7906828
Ownership
75% or more
(405) 206-9873
harbor.vital@optimacapital.com
in linkedin.com/in/harbor-insight

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $12,945,560 --
Non-Discretionary $0 --
Total $12,945,560 --

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Separately Managed Accounts

Total SMA Asset: $12,945,560

$12.9M Total SMA
Public Funds:
53.9%
Cash:
46.1%
Asset class Assets Assets %
Public Funds $242,965,061 53.9%
Cash $207,804,996 46.1%
Total $450,770,057 100.0%

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