AdvisorCensus / Financial advisors / Florida / Orlando / 55 North Private Wealth
55 North Private Wealth
Filed as 55 NORTH PRIVATE WEALTH · Legal name 55 North Private Wealth, LLC
55 North Private Wealth is an SEC-registered investment advisory firm in Winter Park, FL, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is 55 North Private Wealth compensated?
On its Form ADV (Item 5.E, October 2026), 55 North Private Wealth reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is 55 North Private Wealth located?
55 North Private Wealth's principal office is in Winter Park, FL, according to its Form ADV.
Is 55 North Private Wealth registered with the SEC or a state?
55 North Private Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 325325.
How much does 55 North Private Wealth manage?
55 North Private Wealth reports $581,328,557 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (90% discretionary).
How have 55 North Private Wealth's assets and staff changed since 2025?
In the Form ADV data for 55 North Private Wealth: Regulatory assets under management: $366,783,137 in the October 2025 data and $581,328,557 in the October 2026 data, up 58%. Total employees: 6 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does 55 North Private Wealth serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (102); individuals (other than high net worth individuals) (50); pension and profit sharing plans (but not the plan participants or government pension plans) (6).
Which custodians does 55 North Private Wealth use?
55 North Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does 55 North Private Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325325
What changed in 55 North Private Wealth's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 5 to 7. Regulatory assets under management went from $366,783,137 to $581,328,557 (+58%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$581,328,557 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- 55 North Private Wealth, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 8. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $581,328,557 | 8 | March 27, 2026 |
| October 2025 | $366,783,137 | 6 | June 6, 2025 |
Regulatory assets under management: $366,783,137 in the October 2025 data and $581,328,557 in the October 2026 data, up 58%.
Total employees: 6 in October 2025 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 5 to 7.
- Regulatory assets under management went from $366,783,137 to $581,328,557 (+58%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. 55 North Private Wealth (CRD 325325): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/55-north-private-wealth-winter-park-fl-325325