A complete list of active advisors currently associated with 55 North Private Wealth

Warmer can help you find a great advisor at 55 North Private Wealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at 55 North Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.