Andrew Birkmire
55 North Private Wealth · Winter Park, Florida
Andrew Birkmire is a fee-only financial advisor at 55 North Private Wealth in Winter Park, Florida, who holds the CFP credential. 55 North Private Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | 55 North Private Wealth |
|---|---|
| Based in | Winter Park, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $581.3M across 697 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 7141965 |
| Exams passed | Series 66 (2019) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.55northprivatewealth.com |
How Andrew's firm compares
- 55 North Private Wealth's average account is about $834,000, from its Form ADV (assets managed divided by 697 accounts).
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Questions about Andrew
Is Andrew Birkmire a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and 55 North Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, 55 North Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Andrew Birkmire based?
Andrew Birkmire is based in Winter Park, Florida.
What credentials does Andrew Birkmire hold?
Andrew Birkmire holds the CFP credential.
Is Andrew Birkmire registered with the SEC?
Yes. Andrew Birkmire is registered as an investment adviser representative in FL and TX (CRD 7141965), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 55 North Private Wealth manage?
55 North Private Wealth reports $581.3M across 697 accounts in assets under management.
How do I contact Andrew Birkmire?
Through Andrew's website, www.55northprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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