ONE XVI WEALTH

Overview

One Xvi Wealth is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, with institutional relationships included in its client mix. Its fees are flexible—charging a percentage of assets under management as well as offering hourly and fixed-fee arrangements—which supports both ongoing advisory relationships and project-based engagements. Investment activity centers on public funds and mutual funds, and the firm reports active incorporation of environmental, social and governance (ESG) factors into its investment process. One Xvi Wealth does not position itself as a capital allocator to private funds; instead, it builds portfolios primarily from liquid public vehicles and separately managed accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices