XWEALTH
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 335260
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Individuals95.83%
- HNWI4.17%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Xwealth is a small, privately owned limited liability company that offers financial planning and portfolio management to individuals and small businesses. The firm’s reported fee model is flexible and includes percentage-of-AUM billing alongside hourly, fixed-fee, and performance-based arrangements. Xwealth does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator. The firm lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Contacts
1 of 1Joseph Vedell
Managing MemberCRD 7310482
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 1133 Camelback St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC
RIANEWPORT BEACH, CA
PRUVISE
RIANEWPORT BEACH, CA
WING
RIANEWPORT BEACH, CA
SHOREBIRD, LLC
RIANEWPORT BEACH, CA
AIONIOS CAPITAL PARTNERS, LLC
RIANEWPORT BEACH, CA
YAYATI ASSET MANAGEMENT, LLC
RIANEWPORT BEACH, CA