RIA Intelligence

55 NORTH PRIVATE WEALTH, LLC

Legal name: 55 NORTH PRIVATE WEALTH

CRD #325325 SEC #801-132533 WINTER PARK, FL 407-960-4769
SEC Registered
Total AUM
$366.8M
Discretionary
$315.8M
Employees
6
Clients
101
Accounts
557

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 2, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BIRKMIRE, ANDREW, JOSEPHIPRINCIPAL AND ADVISORNA
BIRKMIRE, ANDREW, JOSEPHIPRINCIPAL AND ADVISORNA
BIRKMIRE, ANDREW, JOSEPHIPRINCIPAL AND ADVISORNA
BIRKMIRE, ANDREW, JOSEPHIPRINCIPAL AND ADVISORNA
BIRKMIRE, ANDREW, JOSEPHIPRINCIPAL AND ADVISORNA
CURLEY, STEPHEN, ARMFIELDICO-MANAGING PRINCIPALC Control
CURLEY, STEPHEN, ARMFIELDICO-MANAGING PRINCIPALC Control
CURLEY, STEPHEN, ARMFIELDICO-MANAGING PRINCIPALC Control
CURLEY, STEPHEN, ARMFIELDICO-MANAGING PRINCIPALC Control
CURLEY, STEPHEN, ARMFIELDICO-MANAGING PRINCIPALC Control
DEVANEY, DARRELL, CRAIGICO-MANAGING PRINCIPALC Control
DEVANEY, DARRELL, CRAIGICO-MANAGING PRINCIPALC Control
DEVANEY, DARRELL, CRAIGICO-MANAGING PRINCIPALC Control
DEVANEY, DARRELL, CRAIGICO-MANAGING PRINCIPALC Control
DEVANEY, DARRELL, CRAIGICO-MANAGING PRINCIPALC Control
ACKERMAN, MICHAEL, ROSSIPRINCIPAL, COO & CCOA Control
ACKERMAN, MICHAEL, ROSSIPRINCIPAL, COO & CCOA Control
ACKERMAN, MICHAEL, ROSSIPRINCIPAL, COO & CCOA Control
ACKERMAN, MICHAEL, ROSSIPRINCIPAL, COO & CCOA Control
ACKERMAN, MICHAEL, ROSSIPRINCIPAL, COO & CCOA Control

Registrations

Federal

IA
Jun 2, 2025 REGISTERED

Notice Filings (3)

FL NY TX

Address

268 W NEW ENGLAND AVENUE
WINTER PARK, FL 32789
United States
Phone: 407-960-4769