# 55 North Private Wealth

> 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.

- CRD: 325325
- Filed as: 55 NORTH PRIVATE WEALTH
- Legal name: 55 North Private Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winter Park, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325325
- AdvisorCensus page: https://advisorcensus.com/firm/55-north-private-wealth-winter-park-fl-325325

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $581,328,557
- Discretionary: $525,656,287
- Non-discretionary: $55,672,270

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $23,469,289 |
| High net worth individuals | 102 | $517,171,713 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $32,783,773 |
| Charitable organizations | Fewer than 5 | $7,903,782 |

### 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)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [55northprivatewealth.com](https://55northprivatewealth.com)
- LinkedIn @55northprivatewealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $366,783,137 | 6 | June 6, 2025 |
| October 2026 | $581,328,557 | 8 | March 27, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 55 North Private Wealth (CRD 325325): Form ADV filing data as of October 2026.