Michael Ackerman
55 North Private Wealth · Winter Park, Florida
Michael Ackerman is a fee-only financial advisor at 55 North Private Wealth in Winter Park, Florida, who holds the CFA 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 | CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 5856321 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.55northprivatewealth.com |
How Michael'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 Michael
Is Michael Ackerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, 55 North Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Michael Ackerman based?
Michael Ackerman is based in Winter Park, Florida.
What credentials does Michael Ackerman hold?
Michael Ackerman holds the CFA credential.
Is Michael Ackerman registered with the SEC?
Yes. Michael Ackerman is registered as an investment adviser representative in FL and TX (CRD 5856321), 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 Michael Ackerman?
Through Michael'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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