Overview
Assets Under Management: $708 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 130
Average Client Assets: $4.1 million
Frequently Asked Questions
XO WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281767), XO WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
XO WEALTH MANAGEMENT is headquartered in DALLAS, TX.
XO WEALTH MANAGEMENT serves 130 high-net-worth clients according to their SEC filing dated March 30, 2024. View client details ↓
According to their SEC Form ADV, XO WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
XO WEALTH MANAGEMENT manages $708 million in client assets according to their SEC filing dated March 30, 2024.
According to their SEC Form ADV, XO WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.38%
Average Client Assets: $4.1 million
Total Client Accounts: 1,824
Discretionary Accounts: 1,662
Non-Discretionary Accounts: 162
Regulatory Filings
CRD Number: 281767
Filing ID: 1854726
Last Filing Date: 2024-03-30 14:38:00