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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $366.8M | $315.8M | $50.9M | 6 | 0 |
| Jun 2025 | $366.8M | $315.8M | $50.9M | 6 | 0 |
| May 2025 | $366.8M | $315.8M | $50.9M | 6 | 0 |
| Apr 2025 | $366.8M | $315.8M | $50.9M | 6 | 0 |
| Mar 2025 | $366.8M | $315.8M | $50.9M | 6 | 0 |
DateJun 2025
Total AUM$366.8M
Discretionary$315.8M
Non-Disc.$50.9M
Employees6
Clients0
DateJun 2025
Total AUM$366.8M
Discretionary$315.8M
Non-Disc.$50.9M
Employees6
Clients0
DateMay 2025
Total AUM$366.8M
Discretionary$315.8M
Non-Disc.$50.9M
Employees6
Clients0
DateApr 2025
Total AUM$366.8M
Discretionary$315.8M
Non-Disc.$50.9M
Employees6
Clients0
DateMar 2025
Total AUM$366.8M
Discretionary$315.8M
Non-Disc.$50.9M
Employees6
Clients0