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55 NORTH PRIVATE WEALTH

WINTER PARK, FL · CRD 325325 · IAPD ↗ · 55northprivatewealth.com · 407-960-4769

$581.3MRegulatory AUM
7Advisory reps
8Employees
9Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — 55 NORTH PRIVATE WEALTH crossed $500M in regulatory AUM ($366.8M -> $581.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2026 — 55 NORTH PRIVATE WEALTH grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
98
June 2025 — 55 NORTH PRIVATE WEALTH (WINTER PARK, FL) is newly SEC-registered with $366.8M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.