XXI Wealth, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 330796
- Registered since
- August 16, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.39%
- Individuals0.61%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
XXI Wealth, LLC is an independent registered investment adviser that began SEC registration in 2024. The firm operates as a limited liability company and positions itself as a capital allocator serving individual and family clients. Its advisory mandate centers on discretionary portfolio management for individuals, small businesses and institutional/business clients, and it also performs selection-of-other-advisers work. Compensation is primarily a percentage-of-AUM fee. The firm does not self-identify as an active ESG investor.
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
- Exchange Traded Equities39%
- Cash & Cash Equivalents33%
- US Government Bonds11%
- Public Funds/Mutual Funds9%
- State & Local Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$9M in ETFs
100%
$9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $1.1M | 11,800 | 11.81% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 8770 W Bryn Mawr Ave
- Time zone
- CT (UTC-6)
- Office locations
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