RIA Intel›Advisers›Virginia›PACKARD WEALTH STRATEGIES LLC

PACKARD WEALTH STRATEGIES LLC

Advisory

VA

Data as of Aug 7, 2026 · Source: SEC Form ADV

Average account

$185K

across 70 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 7, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

32 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

COMMONWEALTH CAPITAL MANAGEMENT LLC

$13M

ALPHA CAPITAL WEALTH ADVISORS, LLC

$13M

CORIOLIS MANAGEMENT, LLC

$13M

AWARENESS WEALTH ADVISORS, INC.

$13M

BANKSCHANNEL ADVISORS, LLC

$13M

FREEDOM CAPITAL MANAGEMENT OF VIRGINIA LLC

$13M

Get the full picture on PACKARD WEALTH STRATEGIES LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PACKARD WEALTH STRATEGIES LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans