# 55 North Private Wealth 55 North Private Wealth is a Bank / Wealth / Trust based in Winter Park, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Winter Park, United States - **Region:** North America - **Address:** Winter Park, United States - **Founded:** 2023 - **Assets under management:** Undisclosed - **Website:** 55northprivatewealth.com - **LinkedIn:** https://www.linkedin.com/company/55northprivatewealth ## Regulatory record - **CRD number:** 325325 - **SEC file number:** 801-132533 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325325 ## About 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. ## 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. ### How is 55 North Private Wealth related to any parent or spinout? No parent entity or spinout relationship is recorded. ## Related profiles - [550 Capital Partners](https://altss.com/profile/550-capital-partners) - [574 Invest](https://altss.com/profile/574-invest) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/55-north-private-wealth Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology