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Henry Blake Hostetter

55 NORTH PRIVATE WEALTH
WINTER PARK, FL
·CRD# 4644527·1 year experience

Professional Summary

Henry Blake Hostetter, who also goes by Blake Hostetter, is a registered financial advisor currently at 55 NORTH PRIVATE WEALTH located in Winter Park, Florida. Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Henry has worked at 1 firm.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Blake Hostetter

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

55 NORTH PRIVATE WEALTH·CRD# 325325
RIA
268 W New England Avenue, Winter Park, FL 32789
April 10, 2025 - Present

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Current Firm

5N
55 NORTH PRIVATE WEALTH

55 NORTH PRIVATE WEALTH | 55 NORTH PRIVATE WEALTH, LLC

CRD#: 325325 / SEC#: 801-132533
RIA
Registered Investment Advisory firm - SEC (5/16/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (5/19/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (5/19/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

268 W New England Avenue, Winter Park, FL 32789

Phone Number

(407) 960-4769

# of Employees

8

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

697

AUM (Assets Under Management)

$581,328,557

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
5N
55 NORTH PRIVATE WEALTH

55 NORTH PRIVATE WEALTH | 55 NORTH PRIVATE WEALTH, LLC

CRD#: 325325 / SEC#: 801-132533
RIA
Registered Investment Advisory firm - SEC (5/16/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (5/19/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (5/19/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Florida
(4/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Henry Blake Hostetter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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