55 North Private Wealth, LLC
● SEC registered since 2025CRD 325325SEC# 801-132533Winter Park, FL
Reg. AUM
$581.3M
Employees
8
Accounts
697
Location
Winter Park, FL
55 North Private Wealth, LLC assets under management
55 North Private Wealth, LLC is an investment advisory firm registered with the SEC based in Winter Park, FL. The firm has been registered since 2025. It reports $581.3 million in regulatory assets under management and employs 8 people.
55 North Private Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Joseph Birkmire | Principal And Advisor | Under 5% | 2025 |
| Darrell Craig Devaney Control | Co-Managing Principal | 25-50% | 2025 |
| Michael Ross Ackerman Control | Principal, Coo & Cco | 5-10% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does 55 North Private Wealth, LLC manage?
55 North Private Wealth, LLC reports $581.3 million in regulatory assets under management on its Form ADV.
How many employees does 55 North Private Wealth, LLC have?
55 North Private Wealth, LLC reports 8 employees.
Where is 55 North Private Wealth, LLC located?
55 North Private Wealth, LLC is based in Winter Park, FL and has been SEC-registered since 2025.
Does 55 North Private Wealth, LLC disclose fund performance?
55 North Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 268 W New England Avenue, Winter Park, FL 32789 |
| Phone | 407-960-4769 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$581.3M▲ 58%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$581.3Mregulatory AUM
Discretionary $525.7MNon-discretionary $55.7M