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55 NORTH PRIVATE WEALTH, LLC

dba 55 NORTH PRIVATE WEALTH · CRD 325325 · Registered Investment Adviser

55 NORTH PRIVATE WEALTH, LLC is a Registered Investment Adviser headquartered in WINTER PARK, FL. The firm reports $581,328,557 in regulatory assets under management across 697 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$525,656,287
Non-discretionary$55,672,270
Total RAUM$581,328,557
Accounts697

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 325325. adviserinfo.sec.gov/firm/summary/325325.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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