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 independent, LLC-structured registered investment adviser that began SEC registration in 2025 and is owned by an individual principal. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its advisory offering spans financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers — the last reflecting a capital allocation role where it places client capital with third-party managers. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.
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%
Contacts
3 of 7
Stephen Curley
CCO, Managing MemberCRD 4684173
Michael Ackerman
PrincipalCRD 5856321
Steven Seager
Investment Operations AssociateCRD 7140121
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$413M in ETFs
15%
$60.3M
85%
$353M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $92.9M | 1,796,907 | 22.49% |
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
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