55 North Private Wealth, Llc
- Regulatory AUM
- $581M
- Discretionary
- $526M
- Clients
- 158
- Avg AUM / client
- $3.7M
- Accounts
- 697
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 50 | $23.5M | 4.04% |
| High net worth individuals | 102 | $517M | 89.0% |
| Pension and profit sharing plans | 6 | $32.8M | 5.64% |
| Charitable organizations | Fewer than 5 clients | $7.9M | 1.36% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Ross Ackerman | Registered representative | CFA | Mar 2024 (2y) | |
| Stephen Armfield Curley | Registered representative | CFP CFA | Apr 2024 (2y) | |
| Andrew Joseph Birkmire | Registered representative | CFP | Dec 2024 (2y) | |
| Darrell Craig Devaney | Registered representative | CFP | Dec 2024 (2y) | |
| Henry Blake Hostetter | Registered representative | Personal Financial Specialist | Apr 2025 (1y) | |
| Steven Michael Seager | Registered representative | CFA | Jan 2026 (1y) | |
| Mark Steven Wichrowski | Registered representative | CFA | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 918 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $263M (45% of AUM) Mar 2026
- Charles Schwab & Co. $262M (45% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗