55 North Private Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
55 North Private Wealth reports 158 clients. They include 102 high-net-worth individuals, 50 individual clients, and 6 pension and profit-sharing plans. Of its assets, 90.4% ($526M across 652 accounts) are managed with discretion; $55.7M across 45 accounts are not. It advised 9 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 4% |
| High-net-worth individuals | 65% | 89% |
| Pension and profit-sharing plans | 4% | 6% |
| Charitable organizations | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 50 | $23.5M | 4.0% | $469K |
| High-net-worth individuals | 102 | $517M | 89.0% | $5.07M |
| Pension and profit-sharing plans | 6 | $32.8M | 5.6% | $5.46M |
| Charitable organizations | Fewer than 5 | $7.9M | 1.4% | — |
| Total | 158 | $581M | 100% | — |
- Clients
- 50
- Regulatory AUM
- $23.5M
- AUM share
- 4.0%
- Avg. per client
- $469K
- Clients
- 102
- Regulatory AUM
- $517M
- AUM share
- 89.0%
- Avg. per client
- $5.07M
- Clients
- 6
- Regulatory AUM
- $32.8M
- AUM share
- 5.6%
- Avg. per client
- $5.46M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.9M
- AUM share
- 1.4%
- Avg. per client
- —
Total
- Clients
- 158
- Regulatory AUM
- $581M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 9
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
55 North Private Wealth charges 0.20%–0.85% a year for its Investment Management Services. The fee is billed in arrears, is negotiable, has a $8,500 annual minimum and requires an account of at least $1,000,000.
Fee details and sources
Stephen Curley owns 25% to 50% of 55 North Private Wealth. It has 8 employees, 7 of them in advisory roles.
Leadership
- Andrew BirkmirePrincipal and Advisor
- Stephen CurleyCo- Managing Principal
- Michael AckermanPrincipal, COO & CCO
- Darrell DevaneyCo- Managing Principal
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Michael Ross Ackerman
- Andrew Joseph Birkmire
- Stephen Armfield Curley
- Darrell Craig Devaney
- Henry Blake Hostetter
- Steven Michael Seager
- Mark Steven Wichrowski
Staff
- 8 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 25% to 50% of 55 North Private Wealth, LLC
Stephen Curley
Control person · since January 2025
- Owns 25% to 50% of 55 North Private Wealth, LLC
Darrell Devaney
Control person · since January 2025
- Owns 5% to 10% of 55 North Private Wealth, LLC
Michael Ackerman
Control person · since January 2025
55 North Private Wealth’s regulatory assets grew 1.6× from $367M (June 2025) to $581M (March 2026); clients rose from 132 to 158 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $581M | 158 | 8 | 1 |
| June 2025 | $367M | 132 | 6 | 1 |
Besides its headquarters, 55 North Private Wealth has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 268 W New England Avenue, Winter ParkHQ
Contact and registration details
- Legal name
- 55 North Private Wealth, LLC
- Headquarters
- 268 W New England Avenue, Winter Park, FL 32789
- Website
- 55northprivatewealth.com
- Phone
- 407-960-4769
- @55northprivatewealth
- SEC file
- 801-132533
- Founded
- 2023
- Structure
- Delaware LLC
- Fiscal year end
- December
55 North Private Wealth uses Fidelity ($263M, 50%) and Charles Schwab ($262M, 50%) as custodians for its separately managed accounts. 55 North Private Wealth has custody of $47M in client assets for 75 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $262M50%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $263M50%
At year end, 55 North Private Wealth’s separately managed accounts were mostly in funds (67%) and stocks (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $508M across 304 positions; the largest are Dimensional ETF Trust (18.3%), Dimensional ETF Trust (10.1%) and Vanguard BD Index Fds (6.3%).
What the accounts hold
- Stocks22%
- Funds67%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash9%
Reported 13F holdings
- $508M
- Reported 13F value
- 304
- Positions
- 57.2%
- In the 10 largest
- +30.1%
- Value vs. prior quarter
- Dimensional ETF Trust · US Core EQT Mkt18.3%
- Dimensional ETF Trust · Short Duration F10.1%
- Vanguard BD Index Fds · Vanguard Ultra6.3%
- Blackrock ETF Trust II · iShares Flexible6.1%
- American Centy ETF TR · Intl EQT ETF5.7%
- Vanguard Malvern Fds · Strm Infproidx2.6%
- American Centy ETF TR · Avantis Emgmkt2.5%
- Dimensional ETF Trust · Natl Mun BD ETF2.0%
- iShares U S ETF TR · Short Maturity M1.9%
- Dimensional ETF Trust · World EX US Core1.7%
Together, the ten largest are 57.2% of reported value.
How many clients does 55 North Private Wealth have?
55 North Private Wealth has 158 clients and manages $581 million for them, as of March 2026. They include 102 high-net-worth individuals, 50 individual clients, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does 55 North Private Wealth offer?
55 North Private Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does 55 North Private Wealth charge?
55 North Private Wealth charges 0.20%–0.85% a year for its Investment Management Services. The fee is billed in arrears, is negotiable, has a $8,500 annual minimum and requires an account of at least $1,000,000.
Which custodians does 55 North Private Wealth use?
55 North Private Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $263M and Charles Schwab & Co., Inc. (Westlake, TX), with $262M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does 55 North Private Wealth have?
55 North Private Wealth has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does 55 North Private Wealth invest in?
At the end of its last fiscal year, 55 North Private Wealth’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 9% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does 55 North Private Wealth have a minimum investment?
Yes, 55 North Private Wealth’s minimum account size for its Investment Management Services is $1M. It charges a $8.5K annual minimum fee.
Who owns 55 North Private Wealth?
55 North Private Wealth’s direct owners are Stephen Curley, Michael Ackerman and Darrell Devaney, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does 55 North Private Wealth get paid?
55 North Private Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact 55 North Private Wealth?
55 North Private Wealth’s main office is at 268 W New England Avenue, Winter Park, FL 32789. Its phone number is 407-960-4769. Its website is 55northprivatewealth.com.