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55 NORTH PRIVATE WEALTH, LLC

Doing business as 55 NORTH PRIVATE WEALTH. SEC Form ADV profile.

Total regulatory AUM
$581,328,557
Discretionary
$525,656,287
Non-discretionary
$55,672,270

Firm details

CRD number
325325
SEC file number
801-132533
Main office
WINTER PARK, FL, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.