55 NORTH PRIVATE WEALTH

Legal name: 55 NORTH PRIVATE WEALTH, LLC

CRD 325325File 801-132533

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$581.3M

Above cohort median (national)

Discretionary AUM

$525.7M

Non-discretionary $55.7M

Clients

158

697 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: May 16, 2025
Principal office: 268 W NEW ENGLAND AVENUE, WINTER PARK, FL, 32789
Phone: 407-960-4769
Website: https://www.55northprivatewealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $581.3M
Discretionary AUM: $525.7M
Non-discretionary AUM: $55.7M
Discretionary accounts: 652
Non-discretionary accounts: 45
Total accounts: 697
AUM per client: $3.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$7.9M
High net worth individuals	102	$517.2M
Pension and profit sharing plans	6	$32.8M
Individuals (other than high net worth individuals)	50	$23.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.