55 North Private Wealth
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 325325
- Registered since
- May 16, 2025
- Website
- 55northprivatewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.96%
- Pension & Profit Sharing Plans5.64%
- Individuals4.04%
- Charitable Organizations1.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
55 North Private Wealth is an independently owned LLC that operates as a fee-based registered investment adviser. The firm registered with the SEC in 2025 and positions itself as a capital allocator for both high-net-worth individuals and families as well as select institutional clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. Compensation is charged as a percentage of assets under management. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$419M in ETFs
15%
$62M
84%
$357M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $95.8M | 1,828,740 | 22.84% |
Location
Winter Park, FL
Orange
Location
Winter Park, FL
Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 268 W New England Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Financial Harvest Wealth Advisors
RIAWinter Park, FL
Trillium Wealth LLC
RIAWinter Park, FL
Punch Card Management
RIAWinter Park, FL
Orange Investment Advisors, LLC
RIAWinter Park, FL
Fortress Wealth Group
RIAWinter Park, FL
Broadcrest Asset Management, LLC
RIAWinter Park, FL