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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

55 NORTH PRIVATE WEALTH

55 NORTH PRIVATE WEALTH, LLC, CRD 325325

WINTER PARK, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:338cb6c6-96df-4ce2-1700-d741c911c660

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: May 12, 2025 to Mar 27, 2026
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $581MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $526M
Private client RAUM: $541MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $83.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 697
Individual clients: 50
High net worth clients: 102
Custody, client assets: $47.0M
SEC number: 801-132533
CRD: 325325
Filings on the tape: 3
First filed: May 12, 2025
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, DE
Website: 55northprivatewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL ROSS ACKERMAN	Chartered Financial Analyst	WINTER PARK, FL	2	11	2	no
STEPHEN ARMFIELD CURLEY	Certified Financial Planner\|Chartered Financial Analyst	WINTER PARK, FL	2	18	2	no
ANDREW JOSEPH BIRKMIRE	Certified Financial Planner	WINTER PARK, FL	1	10	3	no
DARRELL CRAIG DEVANEY	Certified Financial Planner	WINTER PARK, FL	1	22	4	no
HENRY BLAKE HOSTETTER	Personal Financial Specialist	WINTER PARK, FL	1	15	n/a	no
Steven Michael Seager	Chartered Financial Analyst	WINTER PARK, FL	0	10	n/a	no
MARK STEVEN WICHROWSKI	Chartered Financial Analyst	WINTER PARK, FL	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ACKERMAN, MICHAEL, ROSS	PRINCIPAL, COO & CCO	A	yes	01/2025	Mar 27, 2026	Mar 27, 2026
CURLEY, STEPHEN, ARMFIELD	CO- MANAGING PRINCIPAL	C	yes	01/2025	Mar 27, 2026	Mar 27, 2026
DEVANEY, DARRELL, CRAIG	CO- MANAGING PRINCIPAL	C	yes	01/2025	Mar 27, 2026	Mar 27, 2026
BIRKMIRE, ANDREW, JOSEPH	PRINCIPAL AND ADVISOR	Na	no	01/2025	Mar 27, 2026	Mar 27, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$581M	$526M	8	7	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	5	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$581M	n/a	n/a	n/a	n/a	8	n/a	0	n/a

Relationships

Controls (3)

← DEVANEY, DARRELL, CRAIGOwnerCO- MANAGING PRINCIPAL, ownership code C, individual
Mar 27, 2026 to presentfactForm ADV
← CURLEY, STEPHEN, ARMFIELDOwnerCO- MANAGING PRINCIPAL, ownership code C, individual
Mar 27, 2026 to presentfactForm ADV
← ACKERMAN, MICHAEL, ROSSOwnerPRINCIPAL, COO & CCO, ownership code A, individual
Mar 27, 2026 to presentfactForm ADV

Owns (1)

← BIRKMIRE, ANDREW, JOSEPHOwnerPRINCIPAL AND ADVISOR, ownership code NA, individual
Mar 27, 2026 to presentfactForm ADV

Registered with (9)

← MARK STEVEN WICHROWSKIAdvisorregistration: current employment
Jan 30, 2026 to presentfactForm ADV
← Steven Michael SeagerAdvisorregistration: current employment
Jan 23, 2026 to presentfactForm ADV
← HENRY BLAKE HOSTETTERAdvisorregistration: current employment
Apr 10, 2025 to presentfactForm ADV
← DARRELL CRAIG DEVANEYAdvisorregistration: current employment
Dec 18, 2024 to presentfactForm ADV
← ANDREW JOSEPH BIRKMIREAdvisorregistration: current employment
Dec 17, 2024 to presentfactForm ADV
← STEPHEN ARMFIELD CURLEYAdvisorregistration: current employment
Apr 23, 2024 to presentfactForm ADV
← MICHAEL ROSS ACKERMANAdvisorregistration: current employment
Mar 4, 2024 to presentfactForm ADV
← Blair SmithAdvisorregistration: previous registration
Feb 6, 2025 to Aug 25, 2025factForm ADV
← Joshua Michael AndrewsAdvisorregistration: previous registration
May 30, 2024 to Sep 16, 2024factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
55 North Private Wealth reported RAUM $581.3M, up 58% from $366.8M (2025-06-06 to 2026-03-27)
Form ADVobserved 6 days ago
$215M
Occurred
Aug 25, 2025
Advisor changed firm
Blair Smith left 55 North Private Wealth for Schwab Wealth Advisory, Inc. (registered 2025-09-19)
Form ADVobserved 6 days ago
Occurred
Sep 16, 2024
Advisor changed firm
Joshua Michael Andrews left 55 North Private Wealth for Thistle Wealth Management, Llc (registered 2026-01-28)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:338cb6c6-96df-4ce2-1700-d741c911c660
First observed: May 12, 2025
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

55 NORTH PRIVATE WEALTH

55 NORTH PRIVATE WEALTH, LLC, CRD 325325

WINTER PARK, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:338cb6c6-96df-4ce2-1700-d741c911c660

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL ROSS ACKERMAN

Chartered Financial Analyst

WINTER PARK, FL

STEPHEN ARMFIELD CURLEY

Certified Financial Planner|Chartered Financial Analyst

WINTER PARK, FL

ANDREW JOSEPH BIRKMIRE

Certified Financial Planner

WINTER PARK, FL

DARRELL CRAIG DEVANEY

Certified Financial Planner

WINTER PARK, FL

HENRY BLAKE HOSTETTER

Personal Financial Specialist

WINTER PARK, FL

n/a

Steven Michael Seager

Chartered Financial Analyst

WINTER PARK, FL

n/a

MARK STEVEN WICHROWSKI

Chartered Financial Analyst

WINTER PARK, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ACKERMAN, MICHAEL, ROSS

PRINCIPAL, COO & CCO

yes

01/2025

Mar 27, 2026

CURLEY, STEPHEN, ARMFIELD

CO- MANAGING PRINCIPAL

yes

01/2025

Mar 27, 2026

DEVANEY, DARRELL, CRAIG

CO- MANAGING PRINCIPAL

yes

01/2025

Mar 27, 2026

BIRKMIRE, ANDREW, JOSEPH

PRINCIPAL AND ADVISOR

01/2025

Mar 27, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$581M

$526M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$581M

n/a