55 North Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$540,641,002
Clients
152
Advisors
7
of 8 employees
About
55 North Private Wealth advises individuals and high-net-worth clients on wealth planning and investment management on a fee-only basis. Founded in February 2023 and 100% employee-owned, the firm reports $581,328,557 in assets under management, with $525,656,287 managed on a discretionary basis and $55,672,270 on a non-discretionary basis.
The firm customizes portfolios to a client’s entire financial structure and uses a predominantly quantitative approach that combines passive and active management via ETFs, mutual funds, and individual securities. 55North emphasizes matching portfolio co-variance to client liabilities and goals, and supplements core strategies with access to alternative and private investments for eligible investors.
A distinguishing practice for the firm is its use of borrowing in separately managed accounts, a capability the brochure highlights alongside its discussion of leverage and alternative-investment risks, which is uncommon among peer teams. 55North also operates with a team approach to client service and documents procedures such as standing letters of authorization and block trading, reflecting operational practices intended to support continuity and coordinated account management.
Client services
Expertise
Fee options
Below $2.5MM - $2.5MM: 0.85% $2.5MM - $5MM: 0.75% $5MM - $7.5MM: 0.65% $7.5MM - $10MM: 0.55% $10MM - $12.5MM: 0.50% $12.5MM - $15MM: 0.45% $15MM - $17.5MM: 0.40% $17.5MM - $20MM: 0.35% $20MM - $25MM: 0.30% $25MM - $100MM: 0.25% Above $100MM+: 0.20%
Account minimum: $1,000,000 Minimum fee: $8,500 annually ($2,125 per quarter) minimum fee Fee-only: Fee-only compensation from clients; no commissions or outside compensation received
Main office
268 W New England Avenue
Winter Park FL 32789
Advisors at this office
7
Most active in
Florida · New York · Texas
Also doing business as
55 North Private Wealth · 55 North Private Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Steven S
CFA®
Winter Park, FL
55 North Private Wealth
Steven Seager is a CFA® charterholder and financial advisor at 55 North Private Wealth in Winter Park, FL, with one year of industry experience. Prior to joining 55 North, he worked at Lockheed Martin and several financial services firms, including MML Investors Services and Signature Wealth Advisors LLC. 55 North Private Wealth serves individual and high-net-worth clients with wealth planning and investment management on a fee-only basis. The firm employs a predominantly quantitative approach combining passive and active management and offers customized portfolios aligned with client liabilities and goals.
Andrew B
CFP®, Series 66
Winter Park, FL
55 North Private Wealth
Andrew Birkmire is a CFP® with seven years of experience in financial advising. He is currently with 55 North Private Wealth and has previously worked at Independent Financial Partners, Bank of America, and Merrill. His background includes roles in both the financial services industry and other areas such as hospitality. 55 North Private Wealth is a fee-only firm serving individuals and high-net-worth clients with wealth planning and investment management. The firm utilizes a quantitative investment approach combining passive and active strategies, and offers customized portfolios that align with clients’ liabilities and goals, including access to alternative and private investments.
Michael A
CFA®
Winter Park, FL
55 North Private Wealth
Michael Ackerman is a CFA® charterholder with three years of industry experience. He is currently with 55 North Private Wealth, where he has worked since 2023. Prior to this, he was with CI Brightworth and Tiffany Property Group. 55 North Private Wealth is an independent, fee-only wealth management firm serving individuals and high-net-worth clients. The firm uses a quantitative approach to tailor portfolios across a mix of passive and active strategies, focusing on clients’ entire financial structures and employing a multidisciplinary team.
Mark W
CFA®, Series 63
Winter Park, FL
55 North Private Wealth
Mark Wichrowski is a CFA® charterholder and Series 63 licensee with three years of industry experience. He currently works at 55 North Private Wealth after previous roles at Bessemer Trust and Northern Trust. 55 North Private Wealth is a 100% employee-owned firm advising individuals and high-net-worth clients on wealth planning and investment management on a fee-only basis. The firm uses a predominantly quantitative approach combining passive and active management, and offers customized portfolios alongside alternative and private investment options.
Stephen C
CFP®, CFA®, Series 65
Winter Park, FL
55 North Private Wealth
Stephen Curley is a CFP®, CFA®, and Series 65 credentialed advisor with 15 years of industry experience. He currently works at 55 North Private Wealth, joining the firm in 2023 after roles at Eaton Vance WaterOak Advisors and Water Oak Advisors, LLC. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients. The firm offers investment management and comprehensive wealth planning, using a quantitative process that integrates passive and active strategies tailored to clients’ financial structures.
Darrell D
CFP®, Series 66
Winter Park, FL
55 North Private Wealth
Darrell Devaney is a CFP® professional with 27 years of industry experience. He currently serves at 55 North Private Wealth and has previously worked at IFP Securities, LPL Financial, Independent Financial Partners, and Ameriprise. 55 North Private Wealth is a 100% employee-owned firm advising individuals and high-net-worth clients on wealth planning and investment management. The firm employs a quantitative approach combining passive and active management and offers access to alternative and private investments for eligible investors.
Henry H
PFS™
Winter Park, FL
55 North Private Wealth
Henry Hostetter is a PFS™ credentialed advisor at 55 North Private Wealth with one year of industry experience. His prior work includes eleven years at CLA and a three-year retirement period before joining his current firm. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients with comprehensive wealth planning and investment management. The firm employs a quantitative process to tailor portfolios to clients' financial structures, combining passive and active strategies across various securities.
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