Overview
Assets Under Management: $203 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 19
Average Client Assets: $10 million
Frequently Asked Questions
XXI WEALTH, LLC 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 #330796), XXI WEALTH, LLC is subject to fiduciary duty under federal law.
XXI WEALTH, LLC is headquartered in CHICAGO, IL.
XXI WEALTH, LLC serves 19 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, XXI WEALTH, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
XXI WEALTH, LLC manages $203 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, XXI WEALTH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.35
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 103
Discretionary Accounts: 102
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 330796
Last Filing Date: 2025-02-19 00:00:00
Website: https://xxiwealth.com