XXI Wealth, LLC

Overview

XXI Wealth, LLC is an independent registered investment adviser that serves individual and family clients on a fee‑based, percentage‑of‑AUM model. The firm acts as a capital allocator and provides discretionary portfolio management for individuals, small businesses and institutions, and it performs manager selection for third‑party advisers. XXI Wealth is not positioned as an ESG investor and, per its filings, is not a multi‑state adviser. The firm’s structure is a limited liability company with mixed ownership characteristics listed as a domestic entity and individual owners. Its operating model emphasizes outsourced manager relationships alongside direct exchange‑traded exposure, reflecting a hybrid approach to building client portfolios.

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Location & Offices