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55 NORTH PRIVATE WEALTH
55 NORTH PRIVATE WEALTH, LLC
CRD 325325 · SEC 801-132533
268 W NEW ENGLAND AVENUE, WINTER PARK, FL, 32789, United States
Phone
407-960-4769
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$581.3M
Discretionary AUM
$525.7M
Team
8 total employees; 7 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $23.5M |
| High net worth individuals | 102 | $517.2M |
| Pension/profit sharing plans | 6 | $32.8M |
States served
NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD