$581.3M Total AUM
$525.7M Disc. AUM
-- 3Y CAGR
8 Employees
167 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-02-2023
- Office Locations
- 1
Office Locations
268 W NEW England Avenue Winter Park FL
About 55 North Private Wealth
55 North Private Wealth is a Winter Park-based RIA. The firm has been operating for 3 years. Managing $581.3M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$83.0M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
1.5 yrs AVG TENURE
8 Employees
7 Advisory Reps
7 RIA Reps
3yrs Firm Age
Insights
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Accredited Investors
Bridge
Asset Classes
Glacier Legacy zenith Delta beacon Wave beacon
Client Personas
Pathway
Custodian
Vital Timber
Investment Themes
Wave Capital momentum Vital
Investment Vehicles
Atlas prime
Platform
Vertex
Services
Unison Wave alpha Vital Radial wave Vector Crest
Owner & Executives
STEPHEN ARMFIELD CURLEY
Founder
- CRD
- #4684173
- Ownership
- 25% but less than 50%
(589) 240-9346
radial.ember@bridgecapital.com
in linkedin.com/in/delta-catalyst
DARRELL CRAIG DEVANEY
Founder
- CRD
- #4029016
- Ownership
- 25% but less than 50%
(667) 247-5042
vital.vector@pathwaycapital.com
in linkedin.com/in/prime-pioneer
Z
Zenith pathway
Wave meridian
- CRD
- #73059
- Ownership
- 47.2%
(540) 658-1365
meridian.capital@frontiercapital.com
in linkedin.com/in/beacon-meridian
Showing 2 of 4 owners & executives
Unlock allContacts
H
HENRY BLAKE HOSTETTER
--
- CRD
- #4644527
(801) 808-7987
alpha.atlas@frontiercapital.com
in linkedin.com/in/quantum-bridge
S
Steven Michael Seager
--
- CRD
- #7140121
(658) 852-3262
glacier.momentum@alphacapital.com
in linkedin.com/in/crest-prime
V
Vector optima
Frontier insight atlas
- CRD
- #74698
(807) 544-9845
capital.vertex@foundationcapital.com
in linkedin.com/in/insight-eagle
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $525,656,287 | $806,221 |
| Non-Discretionary | $55,672,270 | $1,237,162 |
| Total | $581,328,557 | $834,044 |
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Separately Managed Accounts
Total SMA Asset: $581,328,557
Public Funds:
19.6% Equity - Exchange:
26.7% Cash:
14.4% Corporate - Investment Grade:
26.9% Municipal Bonds:
12.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,502,243,665 | 19.6% |
| Equity - Exchange | $2,046,423,769 | 26.7% |
| Cash | $1,103,689,224 | 14.4% |
| Corporate - Investment Grade | $2,061,752,786 | 26.9% |
| Municipal Bonds | $950,399,053 | 12.4% |
| Total | $7,664,508,497 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM ZENITH PATHWAY | QUANTUM GLACIER | 7L8KQ3R4N | XLF | 11.90% | $55,070,010 |
| CAPITAL HORIZON | MERIDIAN INSIGHT | 08ICZ7JQ6 | EXRK | 6.01% | $22,664,214 |
| VALUE FUSION SUMMIT | NORTH HARBOR | X9RABUY78 | ISYN | 6.87% | $12,326,930 |
| FRONTIER CREST QUANTUM | DELTA WAVE | 2M5AQTW7L | LUFKT | 2.65% | $82,670,388 |
| HARBOR OAK | TIMBER ZENITH | RQJWWA7FG | VZQ | 3.50% | $47,720,736 |
| ELEMENT EAGLE | INSIGHT RIDGE | 2UGBHDRZT | ERHV | 10.93% | $7,347,972 |
| MOMENTUM FUSION CAPITAL | NORTH QUANTUM | 17O70MPX2 | TWHYR | 9.90% | $79,634,621 |
| FOUNDATION CATALYST | MOMENTUM PATHWAY | OY5GNFAB9 | KPW | 4.19% | $99,199,208 |