Bank / Wealth / TrustRIA · CRD 325325SEC-Registered

Updated:

55 North Private Wealth

55 North Private Wealth began operations in 2023. It functions as a registered investment advisor serving high-net-worth individuals. The firm delivers...

55 North Private Wealth logo

55 North Private Wealth

55 North Private Wealth began operations in 2023. It functions as a registered investment advisor serving high-net-worth individuals. The firm delivers investment advisory, financial planning, portfolio management, and wealth planning services. No specific asset classes, portfolio holdings, or geographic deployments beyond the United States headquarters appear in available records. No team size, additional offices, or dated operational events from the last 24 months have been identified. Adjacent vehicles such as foundations or club memberships remain undisclosed. The firm operates as a standard RIA without evident hybrid structures or succession details in public sources.

General information

Firm type

Bank / Wealth / Trust

Year founded

2023

Location

Region

North America

Country

United States

City

Winter Park

Corporate office

Winter Park, United States

Frequently asked questions

Who runs investment decisions at 55 North Private Wealth?

No named principals or CIO appear in public records.

Does 55 North Private Wealth participate in fund commitments or only direct deals?

Available information does not specify fund commitments or direct deal activity.

What investment stages does 55 North Private Wealth typically target?

No stage preferences are disclosed in current sources.

Where does the underlying wealth come from?

Wealth origin is not publicly attributed to any specific family or founder.

How is 55 North Private Wealth related to any parent or spinout?

No parent entity or spinout relationship is recorded.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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