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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pathway beacon
- Established Date
- 07-31-2024
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
Kyle David Packard
Chief Compliance Officer, Owner
- CRD
- #7906828
- Ownership
- 75% or more
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| 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
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $242,965,061 | 53.9% |
| Cash | $207,804,996 | 46.1% |
| Total | $450,770,057 | 100.0% |