55 Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
55 Wealth, LLC provides investment advisory and financial planning services, including managed account portfolio management and written investment strategies for individuals, high‑net‑worth and accredited investors. The firm was established in early 2026 and currently reports no assets under management or client accounts; it states a $500,000 minimum to open an advisory account.
The firm’s approach centers on building portfolios aligned with each client’s risk tolerance and time horizon using asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies; services are offered on a discretionary and non‑discretionary basis. Accounts are reviewed at least quarterly, and the firm recommends using a specific independent custodian to handle custody and trade execution.
55 Wealth is owned and operated by a single investment advisory representative who also holds an insurance license and may offer commissionable insurance products, an affiliation the brochure discloses can occupy up to 30% of the adviser’s time. The firm additionally notes the use of service providers with artificial‑intelligence components and commits to periodic due diligence on those tools; its combination of a one‑person advisory model, insurance affiliation, and an early operating stage with no current AUM is distinctive relative to many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: .75% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.25%
Account minimum: $500,000 Fee-only: Annual fees range from 0.25% to 1.25% based on asset size. Fees are charged quarterly in advance, prorated for initial and termination quarters.
Main office
203 W State Route 68
Haubstadt IN 47639
Advisors at this office
2
Most active in
Illinois · Indiana
Also doing business as
55 Wealth · 55 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
Matthew M
Series 66
Haubstadt, IN
55 Wealth
Matthew Monroe is a financial advisor with 9 years of industry experience, currently working at 55 Wealth. He holds a Series 66 designation and previously worked at Robert Baird & Co. for seven years and JJB Hilliard WL Lyons LLC for two years. He is also a licensed insurance agent and dedicates part of his professional time to insurance sales. 55 Wealth provides investment advisory and financial planning services focused on managed portfolios and written strategies for individuals, high-net-worth, and accredited investors. The firm builds portfolios aligned with clients’ risk tolerance and time horizon, employing asset allocation, dollar-cost averaging, and technical analysis, and offers discretionary and non-discretionary management.
Rachel S
Series 66
Haubstadt, IN
55 Wealth
Rachel Sterchi is a financial advisor at 55 Wealth with a Series 66 designation and three years of industry experience. Her prior work includes roles at R W Baird and First National Bank of Carmi. Outside of financial advising, she owns an online store called Mimis Downloads. 55 Wealth provides investment advisory and financial planning services primarily to individuals, high-net-worth, and accredited investors. The firm focuses on portfolio construction aligned with client risk tolerance and time horizon, using a combination of asset allocation, dollar-cost averaging, and technical analysis.
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