55 North Private Wealth, LLC is an independent, fee-only SEC-registered private wealth management firm located in Hannibal Square on West New England Avenue in Winter Park, Florida. Founded by veteran Winter Park advisory principals Darrell DeVaney, Steve Curley, Michael Ackerman, and Andrew Birkmire, CFP®, the practice serves retired executives, business owners, and high-net-worth families across Orange County with institutional-caliber portfolio management, retirement capital preservation, tax optimization, and multigenerational estate governance.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); 55 North Private Wealth Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-132533; independent fee-only SEC-registered investment adviser headquartered in Winter Park, FL.
Issuer: Certified Financial Planner Board of Standards
Notes: Leadership team includes Co-Managing Partner Darrell DeVaney, Chief Investment Officer Steve Curley, Principal Michael Ackerman, and Principal & Wealth Advisor Andrew Birkmire, CFP®.
Factual details and direct answers about 55 North Private Wealth, LLC's services, licensing, and credentials.
What is the SEC registration status of 55 North Private Wealth in Winter Park?
55 North Private Wealth, LLC is registered with the U.S. Securities and Exchange Commission as an independent, fee-only Investment Adviser under CRD #325325 and SEC File #801-132533.
What services does 55 North Private Wealth provide to Winter Park retirees and families?
The firm provides fee-only fiduciary investment management, retirement income and cash-flow planning, tax minimization strategies, charitable gift planning, and estate and trust coordination.
Where is 55 North Private Wealth located?
The firm's office is located at 268 West New England Avenue in the Hannibal Square district of Winter Park, Florida 32789.
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