Overview
Assets Under Management: $581 million
Headquarters: WINTER PARK, FL
High-Net-Worth Clients: 102
Average Client Assets: $5.1 million
Frequently Asked Questions
55 NORTH PRIVATE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325325), 55 NORTH PRIVATE WEALTH is subject to fiduciary duty under federal law.
55 NORTH PRIVATE WEALTH is headquartered in WINTER PARK, FL.
55 NORTH PRIVATE WEALTH serves 102 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, 55 NORTH PRIVATE WEALTH offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
55 NORTH PRIVATE WEALTH manages $581 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, 55 NORTH PRIVATE WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.96%
Average Client Assets: $5.1 million
Total Client Accounts: 697
Discretionary Accounts: 652
Non-Discretionary Accounts: 45
Regulatory Filings
CRD Number: 325325
Filing ID: 2080784
Last Filing Date: 2026-03-27 14:41:29