55 NORTH PRIVATE WEALTH, LLC
DBA: 55 NORTH PRIVATE WEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $581.3M |
| Discretionary | $525.7M90% of AUM |
| Non-Discretionary | $55.7M |
| Client Accounts | 697 |
| Avg Account Size | $834K |
| Employees | 8 |
| Peak AUM | $581.3MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $581M | +58.5% | — | — | |
| Discretionary AUM | $526M | ||||
Key Metrics
| Total AUM | $581.3M |
| Discretionary | $525.7M |
| Employees | 8 |
| Client Accounts | 697 |
| Client Range | 101-250 |
Contact & Location
Address
268 W NEW ENGLAND AVENUE
WINTER PARK FL 32789
Phone
407-960-4769
Filing History
6 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$526M
90.4% of AUM
Non-Discretionary
$56M
9.6% of AUM
Disc. mix ▲ 4.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported