A complete list of active advisors currently associated with 55 Wealth
Warmer can help you find a great advisor at 55 Wealth or one who fits your needs even better.
The firm is a state-registered investment adviser that provides tailored investment advisory and financial planning services to individuals, high‑net‑worth and accredited investors through managed accounts on both discretionary and non‑discretionary bases. It requires a $500,000 account minimum and, as a newly formed adviser, currently reports no assets under management. Its investment process focuses on aligning asset allocation and strategy with clients’ time horizon, risk tolerance, and objectives, employing techniques such as asset allocation, dollar‑cost averaging, technical analysis, and a mix of short‑ and long‑term purchases. The firm performs suitability checks and periodic due diligence, conducts quarterly account reviews, and reviews service providers — including oversight of providers that incorporate artificial intelligence or machine‑learning components. A distinctive feature disclosed in the brochure is that the firm’s principal is also a licensed insurance agent who may offer commissionable insurance products to clients, an activity the firm notes can create conflicts of interest and limits to no more than 30% of the principal’s time. The combination of being newly established with a single adviser, no AUM, and an explicit insurance‑agency relationship — along with a recommended custodian relationship and stated AI oversight practices — differentiates the firm from many peers.
To learn more about the advisors currently working at 55 Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Haubstadt, IN
| 9
|
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