Xxi Wealth, LLC
Xxi Wealth, LLC is an SEC-registered ria in Chicago, IL with $531.5M assets under management (AUM, regulatory AUM), +162% over one year. See who owns Xxi Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330796, SEC 801-130939, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $531.5M (2026-03-12)
- Firm type
- Ria
- Location
- Chicago, IL
- Employees
- 5
- Clients
- 87
- CRD
- 330796
- Ownership
- Hoffmann, TRACY, MARIE; NEWSOM, KURT, MICHAEL; FLIGHT STREET LLC; BEDFORD XXI LLC; CAVANAUGH, MATTHEW
How much AUM does Xxi Wealth, LLC have?
Xxi Wealth, LLC reported $531.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Xxi Wealth, LLC?
Disclosed owners and executives of Xxi Wealth, LLC include Hoffmann, TRACY, MARIE, NEWSOM, KURT, MICHAEL, FLIGHT STREET LLC, BEDFORD XXI LLC, CAVANAUGH, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.