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Mark Steven Wichrowski

Investment adviser representative at 55 North Private Wealth
10 yearsExperience
2 statesRegistered in
CFADesignation
$581.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. 55 North Private WealthJan 2026 to now
  2. 55 North Private Wealth ManagementJan 2026 to now
  3. Bessemer TrustMay 2021 to Jan 2026
  4. Northern TrustSep 2016 to Apr 2021

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

55 North Private Wealth

Legal name: 55 North Private Wealth, LLC

$581.3MAssets managed
158Clients
7Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6293666
Firm CRD
325325
Advisor's SEC record (opens in a new tab)
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