A complete list of active advisors currently associated with 55 Wealth
Warmer can help you find a great advisor at 55 Wealth or one who fits your needs even better.
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.
To learn more about the advisors currently working at 55 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.
Name |
Location |
Years of experience |
|---|---|---|
Haubstadt, IN
| 9
| |
Haubstadt, IN
| 3
|
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